Jason Caldwell

Jason Caldwell

Executive Director, Banker at J.P. Morgan Private Bank @ J.P. Morgan Private Bank

About

As an Executive Director and member of the Financial Institutions Group at J.P. Morgan Private Bank, I work with some of the most sophisticated hedge fund principles, financial executives and entrepreneurs in the business. I deliver exceptional client service, helping clients navigate the complex world of finance by better understanding the importance of diversification, lending, banking, trust and estate planning, and more. I provide comprehensive support to my clients, overseeing their financial well-being across their entire balance sheets. In addition, I develop long-lasting relationships, presenting tax-efficient wealth management strategies tailored to each individual’s needs. Drawing upon my background as a former collegiate athlete, I understand the value of a team-based approach. I have a strong network across the firm and offer the best of J.P. Morgan to every client.

Country

United States

City

New York

Industry

Financial Services

Skill

Investments, Hedge Funds, Mutual Funds, Relationship Management, Securities, Asset Management, Series 7, Series 6, Series 63, Sales

Experience

J.P. Morgan Private Bank

Executive Director, Banker at J.P. Morgan Private Bank

J.P. Morgan Private Bank

LinkedIn
2023-6 - Present · 3 yrs 4 mos

New York, New York, 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. and 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

Goldman Sachs

Vice President

Goldman Sachs

LinkedIn
2018-7 - 2023-6 · 5 yrs

New York, New York

Lazard Asset Management

Associate

Lazard Asset Management

LinkedIn
2014-4 - 2018-6 · 4 yrs 3 mos

Greater New York City Area

Financial Institutions Group

HRC Financial Group

Vice President

HRC Financial Group

LinkedIn
2012-12 - 2014-4 · 1 yr 5 mos

New York, NY

MetLife

Associate

MetLife

LinkedIn
2011-1 - 2012-12 · 2 yrs

Education

Fordham Gabelli School of Business

Fordham Gabelli School of Business

LinkedIn

Finance

Fordham Gabelli School of Business

Fordham Gabelli School of Business

LinkedIn
Fordham University Graduate School of Arts and Sciences

Fordham University Graduate School of Arts and Sciences

LinkedIn

Economics

St. Paul's School (MD)

St. Paul's School (MD)

LinkedIn
Wyoming Seminary College Preparatory School

Wyoming Seminary College Preparatory School

LinkedIn

Jason Caldwell's Contact Information

Email

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

Phone

(**) *** ****

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