Charlotte Burnett

Charlotte Burnett

Vice President @ J.P. Morgan Private Bank

About

As a Private Banker at J.P. Morgan I provide customized financial advice and solutions to help individuals, families, and organizations invest, borrow and bank with intent. Leveraging global capabilities in investing, philanthropy, family office management, credit, fiduciary services and special advisory services, the Private Bank brings clients' investments and financial assets together into one comprehensive strategy to help them achieve their goals and secure their legacy.

Country

United States

City

Raleigh

Industry

Financial Services

Skill

Finance, Analytical Skills, Financial Advisory, Public Speaking, Microsoft Office, Political Science, Leadership, PowerPoint, Community Outreach, Critical Thinking, Event Planning, Government, Research, Social Media, Spanish, Networking, Facebook, Microsoft Excel, Fundraising, Microsoft Word

Experience

J.P. Morgan Private Bank

Vice President

J.P. Morgan Private Bank

LinkedIn
2023-1 - Present · 3 yrs 9 mos

Raleigh, North Carolina, United States

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). Annuities & 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

J.P. Morgan Private Bank

Senior Associate

J.P. Morgan Private Bank

LinkedIn
2018-6 - 2023-1 · 4 yrs 8 mos

New York, New York

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively ‘”JPMCB”). Annuities & 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

I Love Everyone Foundation

Board Member

I Love Everyone Foundation

LinkedIn
2022-1 - Present · 4 yrs 9 mos

Our mission is to champion the intrinsic value of everyone’s life, no matter how severe the disability, by providing experiences to help those most severely ill or wounded live life fully.

J.P. Morgan

Summer Associate

J.P. Morgan

LinkedIn
2018-6 - 2018-8 · 3 mos

New York, New York

US Army

Human Resources Manager

US Army

LinkedIn
2014-1 - 2017-9 · 3 yrs 9 mos

Fort Bragg, North Carolina

US Army

Human Capital Analyst

US Army

LinkedIn
2013-6 - 2014-1 · 8 mos

Fort Bragg, North Carolina

Education

UNC Kenan-Flagler Business School

UNC Kenan-Flagler Business School

LinkedIn
Wake Forest University

Wake Forest University

LinkedIn

Political Science and International Affairs

Charlotte Burnett's Contact Information

Email

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

Phone

(**) *** ****

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