Eric Keena
Restricted Stock Specialist
簡歷
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.
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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
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