James Smith

James Smith: Email & Phone Number

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Analyst at J.P. Morgan Private Bank|Rochester, New York, United States

Position:

Analyst at J.P. Morgan Private Bank

Location:

Rochester, New York, United States

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Last updated: 2026-07-05
Updated: 2026-07-05

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Work Experience 9 years

Analyst at J.P. Morgan Private Bank

Jul 2025 - Current

Brokerage: Product Development - Fixed Income at Fidelity Investments

Jun 2024 - Aug 2024

Accounting Intern at Vie de France

May 2023 - Jun 2024

Boat Rental Associate at Fleet Boat Club

Aug 2019 - Jun 2024

Sales Attendant at Pittsford Farms Dairy

Aug 2017 - Mar 2020

Their professional focus is Communication, Customer Service, and Microsoft Excel across 3 core areas.

James holds Series 63, Series 65, and Series 7 certifications.

Education

Providence College

High School Diploma at McQuaid Jesuit

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