Jason Kelley
Login to view DISC.Banker at J.P. Morgan Private Bank
📍 New York City Metropolitan Area, United States
Jason Kelley is a Banker at J. P. Morgan Private Bank with a career in financial services spanning nearly three decades. His experience includes a long tenure as a Managing Director at Needham & Company and roles at PaineWebber and Worldco LLC. He holds a Bachelors degree from Ithaca College.
Read the full overview →Experience
31 Years
Current Role
Banker
Location
New York City Metropolitan Area, United States
Personality Overview
How Jason shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Priorities
Topics Jason cares about
Investment Strategy
His public posts focus on helping investors find opportunities amid uncertainty and staying focused on long-term wealth plans.
Market Volatility
Frequently discusses the importance of navigating market fluctuations and using diversification to manage risk in volatile conditions.
Career
Work history
3-2018
Banker
J.P. Morgan Private Bank
11-1997 - 3-2018
Managing Director
Needham & Company
1996 - 1997
Salestrader.
Worldco LLC
8-1994 - 9-1996
Financial Advisor
PaineWebber
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
1990 - 1994
Bachelor's degree
Ithaca College
Social presence
Behavioral profile
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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