Restricted Stock Specialist
Eric Keena is one of the newest additions to the J.P. Morgan Wealth Management Restricted Stock Group. He joined the Private Bank at the beginning of the 2022. Eric is responsible for providing advice and support for control and restricted securities transactions for corporate executives, board members and restricted stockholders. He works closely with issuer counsel to ensure clients navigate and stay compliant with the SEC Rules regarding restricted transactions. Eric also helps implement 10B5-1 plans for corporate insiders looking to invest in or divest from company shares.
Prior to joining J.P. Morgan Private Bank, Eric was a Restricted Stock Specialist at TD Ameritrade for 4 years. He was responsible with placing trades for restricted stock transactions, certificate deposits, transfers, and accurately recording data for clients. Eric trained other representatives on the SEC rules and regulations as well. Before entering Finance, Eric was invited to Rookie Mini Camp with the New York Jets as a punter.
Eric received a bachelor’s degree from the University of North Texas in Denton, TX where he played football for 4 years and was the captain his final year. He has his Series 7 and 63 Licenses. Eric currently lives in Dallas.
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。
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: • 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。