Caleb Wood, CFP®

Caleb Wood, CFP®

Associate @ J.P. Morgan Private Bank

About

As an Associate at J.P. Morgan Private Bank, I’m part of a team of specialists who are committed to helping successful individuals and families manage their complex financial scenarios and achieve what they envision for their wealth. I serve as a dedicated resource for our clients to connect them to the vast global resources of J.P. Morgan and to ensure their experience feels focused and personal.

Country

United States

City

Raleigh

Industry

Financial Services

Skill

Team Leadership, Public Speaking, Microsoft Excel, Microsoft Office, Finance, Leadership, Data Analysis, Problem Solving, Team Building, Communication, Teamwork, Interpersonal Skills, Financial Analysis, Tableau, Business Analysis, Marketing Strategy, Social Media Marketing, Spanish

Experience

J.P. Morgan Private Bank

Associate

J.P. Morgan Private Bank

LinkedIn
2025-7 - Present · 1 yr 3 mos

Raleigh, North Carolina, United States

“J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co. (JPM). JPMorgan Chase Bank, N.A. Iand its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC . Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM. INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE JPM, 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 these disclosures: http:// www.jpmorgan.com/pages/disclosures/email . The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. "Likes", "Favorites" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important- information-sm .

J.P. Morgan Private Bank

Analyst

J.P. Morgan Private Bank

LinkedIn
2023-7 - 2025-6 · 2 yrs

Charlotte, North Carolina, United States

Athos Private Wealth

Wealth Management Intern

Athos Private Wealth

LinkedIn
2023-1 - 2023-6 · 6 mos

Holladay, Utah, United States

Brigham Young University

Teaching Assistant

Brigham Young University

LinkedIn
2022-8 - 2022-12 · 5 mos

Provo, Utah, United States

JPMorganChase

Corporate Summer Analyst

JPMorganChase

LinkedIn
2022-6 - 2022-8 · 3 mos

Tampa, Florida, United States

Education

Brigham Young University

Brigham Young University

LinkedIn

Economics, Minor in Mathematics

2017 - 2023-4 · 6 yrs

Caleb Wood, CFP®'s Contact Information

Email

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

Phone

(**) *** ****

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