Ted Rice
Portefeuillebeheerder-Aandelen bij JPMorgan Private Wealth Advisors LLC
Profiel
Mr. Edward C.
Rice is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Managing Director and joined First Republic in November 2022.
With more than four decades of experience, Mr. Rice focuses his practice on enhancing his client’s long-term trajectory by prioritizing their objectives and needs.
Mr. Rice serves high-net-worth and ultra-high-net-worth clients, which include entrepreneurs, senior executives, and other affluent individuals and families.
Prior to joining the firm, Mr. Rice was a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management.
Mr. Rice joined Merrill Lynch in 2007.
Before that, he worked at UBS Financial Services for eleven years.
Mr. Rice earned his bachelor’s degree from Stanford University.
He is a Certified Investment Management Analyst professional.
Actieve functies van Ted Rice
| Bedrijven | Functie | Begin |
|---|---|---|
JPMorgan Private Wealth Advisors LLC
 JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Portefeuillebeheerder-Aandelen | 01-11-2022 |
Opleiding van Ted Rice
| Stanford University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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JPMorgan Private Wealth Advisors LLC
JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities. | Finance |
