Austin Grossman

Austin Grossman

Private Client Advisor

Country

United States

City

New York City Metropolitan Area

Industry

Financial Services

Skill

Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Microsoft PowerPoint, Management, Social Media, Teamwork, research, corporate finance, business acumen, first impression, sales, investments, personal development, estate planning, succession planning, financial services, client relations, retirement planning

Experience

J.P Morgan Wealth Management

Private Client Advisor

J.P Morgan Wealth Management

2025-1 - Present · 1 yr 9 mos

New York, New York, United States

Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co. (JPMC), which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE JPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin © 2025 JPMorgan Chase & Co. All rights reserved

JP Morgan Chase Bank N.A.

Private Client Banker

JP Morgan Chase Bank N.A.

2021-11 - 2025-1 · 3 yrs 3 mos

United States

Provide wealth management services to clients who are a part of the Chase Private Client platform National Achiever 2023

National Financial Network

Financial Representative

National Financial Network

LinkedIn
2020-11 - 2021-11 · 1 yr 1 mo

New York, United States

―Estate Planning ―Executive Benefits ―Small Business succession planning Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. National Financial Network is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

National Financial Network

Financial Broker

National Financial Network

LinkedIn
2020-8 - 2020-11 · 4 mos

New York, United States

Here to help you strategize a successful and stress-free financial future. Help businesses save money on every day functions and provide unmatched 1 on 1 care.

University of Florida

Student

University of Florida

LinkedIn
2016-8 - 2020-8 · 4 yrs 1 mo
National Financial Network

Financial Representative Intern

National Financial Network

LinkedIn
2019-6 - 2019-11 · 6 mos

New York City

University of Florida - Warrington College of Business

Retail-You

University of Florida - Warrington College of Business

LinkedIn
2018-8 - 2019-4 · 9 mos

University of Florida

Meet once a week to discuss the world of retail and to meet speakers who work for top retail companies like Macy's and Target.

TAMID at Michigan

Project Manager

TAMID at Michigan

LinkedIn
2017-1 - 2019-1 · 2 yrs 1 mo

Gainesville FL

I work with a team of 6-8 people and we consult for a company that wants to improve their brand awareness. I also lead an investment team as we look into what stocks to invest in

MD Imaging New York

Patient Coordinator

MD Imaging New York

LinkedIn
2017-5 - 2018-8 · 1 yr 4 mos

Poughkeepsie NY

I worked at the front desk helping patients check in, as wells handle their insurance claims with every visit. I talked to companies like Medicare and MVP to make sure those claims were open and active before I brought patients to the room they were assigned to

University of Florida Homecoming and Gator Growl

Assistant Director Of Sales

University of Florida Homecoming and Gator Growl

LinkedIn
2017-5 - 2017-11 · 7 mos

University of Florida

I along with a team of 8 people were in charge of all sales to the largest student run Homecoming in the US. I was in charge of sales of tickets as well as merchandise.

Camp Kinder Ring

Lifeguard

Camp Kinder Ring

LinkedIn
2014-6 - 2016-8 · 2 yrs 3 mos

United States

I patrolled multiple swimming pools and a lake for over 8 hours a day with hundreds of kids and adults in the water. I was CPR and waterfront certified.

Education

University of Florida - Warrington College of Business

University of Florida - Warrington College of Business

LinkedIn

Finance

2016 - 2020 · 4 yrs

Austin Grossman's Contact Information

Email

******@***.com

Phone

(**) *** ****

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