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Jose Guerra, CFA
Vice President, Banker at JPMorgan Private Bank
Jose Guerra, CFA, is a Vice President and Banker at J.P. Morgan Private Bank. His role involves managing client relationships and providing financial services tailored to high-net-worth individuals. He is recognized for sharing insights on various financial topics, including market outlooks and investment strategies, through his LinkedIn posts.
Guerra holds the Chartered Financial Analyst (CFA) designation, which indicates a high level of expertise in investment management and financial analysis. His professional activities at J.P. Morgan focus on protecting client assets and delivering personalized banking solutions.123
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Location
Dallas-Fort Worth Metroplex
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People also viewed
Brian Paine
Information Technology Leader - "We are the music makers, and we are the dreamers of dreams"
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Delta Croudace
Revenue and Finance at Abstinence Spirits
Mutual Connections
See who you know in common with Jose