Vytas Balciunas in

Vytas Balciunas

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Private Client Advisor at J.P. Morgan
📍 Chicago, Illinois, United States

Vytas is a Vice President of Investments and Private Client Advisor at J. P. Morgan, specializing in helping high-net-worth individuals and families. With over eight years of experience, he previously worked at Merrill Lynch and holds a Bachelors in Finance & Accounting from the University of Colorado - Boulder.

He focuses on holistic wealth planning, aiming to be a support system that guides clients through all of lifes events, not just investment management.

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Experience
9 Years
Current Role
Private Client Advisor
Location
Chicago, Illinois, United States
Personality Overview

How Vytas 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.

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Priorities

Topics Vytas cares about

Tactical Investing
He has posted about using capital to take advantage of tactical opportunities during periods of market volatility and macroeconomic shifts.
Portfolio Strategy
Shares content on positioning portfolios for both opportunity and resilience in response to forces shaping the market.
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Career

Work history

4-2025
Private Client Advisor
J.P. Morgan
11-2016 - 4-2025
Financial Advisor
Merrill Lynch Wealth Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2010 - 2015
Bachelor's Degree
University of Colorado Boulder
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.

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