About Ian

Ian Finch is a Client Associate with J.P. Morgan Wealth Management. As a member of The McPhee Haggerty Ledoux Longmire Group, Ian provides operational support for high-net-worth individuals and institutions. Ian’s responsibilities include addressing inquiries, onboarding procedures, and executing trades. He works diligently to deliver an excellent customer experience. Ian grew up in Syracuse, New York and graduated from SUNY Onondaga with a major in Finance. With five years of experience in financial services, he began his career at Chase Bank as a banker. He joined J.P. Morgan in 2021. Now a resident of Boston for several years, Ian enjoys playing basketball and golf, hiking, and traveling. He holds FINRA Series 6, 7 and 63 securities licenses.

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
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(617) 310-0300IAN.FINCH@JPMORGAN.COM