Luke Chadwick in

Luke Chadwick

Login to view DISC.
Account Executive at EQORE
📍 Greater Boston, United States

Luke is an Account Executive with a background in financial services and tax consulting. He previously served as a Wealth Advisor at J. P. Morgan and an R&D Credit Specialist at Leyton. He holds a Bachelor of Business Administration from Bryant University and is Series 7 and 66 certified.

Based on his education in Rhode Island, Luke may have an affinity for New England area activities and potentially follows local college and professional sports teams.

Unique fact: He holds Series 7 and Series 66 financial licenses, a distinct background for a technology account executive.

Read the full overview →
Experience
6 Years
Current Role
Account Executive
Job Level
Middle
Location
Greater Boston, United States
Personality Overview

How Luke shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Luke cares about

R&D Tax Credits
As a former R&D Credit Specialist, he helped companies leverage tax credits for innovation investments.
Wealth Management
He has direct experience as a Wealth Advisor with J. P. Morgan and holds the necessary Series 7 and 66 licenses.
+4 more topics Login to view topics
Career

Work history

1-2026
Account Executive
EQORE
10-2021 - 1-2026
Wealth Advisor at J.P. Morgan
JPMorgan Chase & Co.
8-2019 - 10-2021
R&D Credit Specialist
Leyton USA
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2015 - 2019
Bachelor of Business Administration - BBA
Bryant University
Social presence
in
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.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Luke. Free, 10 seconds.