Alex TeodorescuAlex TeodorescuClient Associate
About Alex
Alex Teodorescu is a Client Associate with J.P. Morgan Wealth Management.
As a member of The Alison | Jenkins | Podkulski Group, he provides operational support for private business owners with a particular focus in ESOP transactions. Alex specializes in Alternative Investments, Structured Products, and Derivative Trading strategies.
Alex graduated from the Terry School of Business at the University of Georgia with a degree in Finance. During his time there, he was chosen to participate in a semester-long study abroad program at the Vienna School of Economics and Business. With over 7 years of experience in the industry, he began his career in Finance at a local Registered Investment Adviser & Broker-Dealer based out of Atlanta working in Investment Operations. Prior to J.P. Morgan, Alex worked in Investment Banking for Truist (formerly SunTrust Robinson Humphrey) focusing on Media & Entertainment companies. Alex joined J.P. Morgan in May 2021.
He holds FINRA Series 7 & 66 licenses.
Insights
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now