簡歷
Brian Fletcher is a Market Team Lead for J.P. Morgan’s Private Bank in the Desert Southwest Market, based in Arizona. He oversees a team of sixteen Bankers and is responsible for driving the growth strategy for the Single Coverage business in the market. In addition, Brian serves as an Investment Specialist covering ultra-high net worth clients. In this role he helps individuals and their families achieve their overall goals and objectives across their balance sheets, including strategies around investment management, trust & estate planning, and traditional capital and liquidity.
Prior to joining the Private Bank, Brian spent seven years in Equity Capital Markets (ECM) at Deutsche Bank in New York specializing in technology, media, and telecom companies. He advised institutional clients on capital raising opportunities throughout the entire financing process. Brian began his career in the Global Private Client Group at Merrill Lynch focused on product management and investing.
Brian has lived in Scottsdale since 2013 and grew up in Pennsylvania where he visits family regularly. He enjoys sports, spending time outdoors, and traveling with his wife and two sons.
Series 7, 9, 10, & 66 FINRA licenses.
Bachelor of Science, Economics, Pennsylvania State University.
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了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
請瀏覽 FINRA Brokercheck網站以了解更多我們的公司及投資專才。
投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。