Andy Rubio, WMCP® CRPC™

Private Client Advisor @ JPMorganChase

About

I am a Vice President of Investments and Private Client Advisor with J.P. Morgan Wealth Management. As a Private Client Advisor, I help clients and their families plan and invest toward their goals. I have nearly 14 years of experience in financial services. Prior to this role, I was a Financial Solutions Advisor at Merrill Lynch. I rejoined J.P. Morgan in 2022. I hold the required FINRA Series 7, 63, & 66, and life & health insurance licenses. I graduated from Hult International Business School with an MBA degree. I am located in New Hyde Park, NY and Hempstead, NY. In my free time I enjoy playing soccer with my family or cooking typical Ecuadorian dishes. I can help with your many financial needs by creating a strategy toward your financial goals, checking in on your investment portfolio, and managing through your life changes. The mark of WMCP® is the property of The American College of Financial Services and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The College can disallow use of the WMCP® if advisors do not adhere to the program's ethical standards, continuing education, and other requirements. Chartered Retirement Planning Counselor SM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.

Country

United States

City

New Hyde Park

Industry

Financial Services

Skill

Client Relationship Building, Goal Based Wealth Management, Financial Strategies, Leadership Development, Client Account Management, Client Satisfaction, Client Support and Service, Team Building

Experience

Private Client Advisor

JPMorganChase

2022-5 - Present · 4 yrs 5 mos

New Hyde Park, New York, United States

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