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Josh Lewensohn
J.P. Morgan Private Client Advisor at J.P. Morgan Chase Bank, N.A
Josh Lewensohn is a professional with a background in finance and investment advising, having worked at prestigious financial institutions such as J.P. Morgan Chase Bank, N.A, Morgan Stanley, and UBS Financial Services, Inc.
He holds a B.S. in History from the University of California, Santa Barbara, where he likely acquired critical thinking and analytical skills that are valuable in the financial industry.
With experience as a Private Client Advisor at J.P. Morgan, a Financial Advisor at Morgan Stanley, and an Investment Associate at UBS Financial Services, Inc., Josh has developed a strong understanding of investment strategies and financial planning.
His diverse roles in different organizations have provided him with a comprehensive view of the financial sector, enabling him to offer well-rounded advice to clients seeking financial guidance.
