Monika Gupta
About Monika Gupta
Monika Gupta is a Private Client Investment Associate at JPMorgan Chase Bank, N.A., where she has worked since 2012. Previously, she served as a Financial Advisor at Edward Jones for two years in the Greater Los Angeles Area.
Work at JPMorgan Chase
Monika Gupta has been employed at JPMorgan Chase Bank, N.A. as a Private Client Investment Associate since 2012. In this role, she focuses on providing investment advice and financial solutions to private clients. Her work involves analyzing client portfolios, recommending investment strategies, and ensuring that clients meet their financial goals. Gupta's tenure at JPMorgan Chase has spanned over 12 years, during which she has developed expertise in wealth management and client relations.
Previous Experience at Edward Jones
Before joining JPMorgan Chase, Monika Gupta worked at Edward Jones as a Financial Advisor from 2010 to 2012. During her two years in this position, she provided financial planning and investment services to clients in the Greater Los Angeles Area. Gupta's experience at Edward Jones contributed to her foundational knowledge in financial advising and client management.
Education and Expertise
Monika Gupta possesses a strong background in finance and investment management. While specific educational details are not provided, her professional roles indicate a solid understanding of financial markets, investment strategies, and client service. Her expertise is evident in her ability to manage private client investments effectively.
Professional Background
Monika Gupta has built a career in the financial services industry, beginning her journey as a Financial Advisor at Edward Jones before transitioning to her current role at JPMorgan Chase. Her professional background includes significant experience in client investment management and financial advising, which has shaped her approach to serving private clients.