Sofia: Email & Phone Number

Private Client Advisor at J.P. Morgan|Irvine, California, United States

Position:

Private Client Advisor at J.P. Morgan

Location:

Irvine, California, United States

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Last updated: 2026-07-03

Updated: 2026-07-03

Found email addresses for Sofia:

Business emails:

**@jpmorgan.com

Found phone for Sofia:

+1-***-***-2603

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Work Experience 4 years

Private Client Advisor at J.P. Morgan

Sep 2025 - Current

Financial Solution Advisor at Merrill Lynch

Apr 2024 - Sep 2025

Senior Banker at Bank of America

May 2022 - Apr 2024

Sofia started working in 2022, then the employee has changed 2 companies and 2 jobs. On average, Sofia works for one company for 1 year 5 months.

Sofia is proficient in English and Korean.

Sofia holds Series 7, CRPC Chartered Retirement Planning Counselor, and Series 66 certifications.

Education

Chung-Ang University

Sofia Namesakes

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School of Public Health, The University of Hong Kong

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