Russell A Smith

I’m a level II CFA candidate working in an advisory group for Brokerage accounts that are not on the books of Chase Private Client Advisors, JPMorgan Advisors or JP Morgan Private Bankers. I don’t have a book of business. Because of the size of JPMC client base, we are to advise, recommend investments, refer clients for managed account products to another part of our team (JPMPA, Personal Advisors for planning and their managed account). We also have brokerage and managed net new money goals.