簡歷
Jonathan Pueschel is an Executive Director and Team Lead with J.P. Morgan Private Bank, focused on New Jersey and the New York Metro area. Jon manages a group of bankers and specialists who work in concert to deliver comprehensive strategies that address the complexities of wealth. In 2020, he was named one of NJBiz’s 40 Under 40 award winners, which recognizes the best and the brightest of the Garden State’s next generation of business leaders.
Jon advises some of the Tri-State region’s most prominent executives, entrepreneurs and foundations on asset allocation, portfolio construction, capital and liquidity strategies, and generational transfer. Blending intellectual curiosity with a breadth of knowledge and experience, he serves as a champion to help families achieve their financial goals. Jon takes a partnership approach to empower his team and brainstorm innovative ideas and opportunities. He draws on his strong leadership skills to play an essential role in expanding J.P. Morgan’s presence in the marketplace.
With more than a decade of experience at the Private Bank, Jon has built a reputation for his hard work, integrity and trustworthiness. Previously, he was the Head of the firm’s New Jersey Private Bank Real Estate Practice, and has extensive experience advising commercial real estate owners, developers and managers.
Jon earned a B.S. in Accounting and Finance from The George Washington University. He is a CERTIFIED FINANCIAL PLANNER™ professional, and couples sound judgment with a big picture perspective to design customized pathways toward individualized goals. Jon holds FINRA Series 7, 9, 10 and 63 licenses, and has taken accelerated coursework to augment his expertise. He formally served as a member of the board of directors of the Greater Newark Conservancy, which works to improve the quality of life in New Jersey’s urban communities through education, beautification of the neighborhood and job training.
Jon lives with his wife, three daughters and dog in Montclair, New Jersey.
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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。