Addyson Johnson
Overview
3
3
years of professional experience
Work History
Senior Investment Professional
JPMorgan Chase
07.2024 - Current
- Assisted clients during challenging economic times by providing prudent guidance focused on long-term success.
- Provided investment guidance and trade execution for client account, ensuring accuracy and efficiency.
- Build and strengthen client relationships by identifying financial needs and offering tailored solutions to deepen engagement.
- Mentor and train new hires on investment platforms, trading procedures, and client service standards to ensure team readiness and consistency.
Summer Analyst Internship
JP Morgan Chase
06.2023 - 08.2023
- Worked alongside JPMC Financial Analysis Team to take a hands-on approach to learning the fundamentals of working with clients in a service oriented role.
- Obtain in-depth industry training and active client engagement in the client service center.
- Worked on group and individual projects to expand my knowledge of the financial industry.
- Analyzed data well sharpening my skills in excel.
- Pursued and passed SIE exam.
Food Server Assistant
The Breakers
05.2022 - 03.2025
- Provided high class clients with detailed and exquisite service. Focused on quality items and superior service.
- Collaborated with a team that prided itself on its team culture and work ethic. Partnered with a highly skilled management team to learn from.
- Welcomed and trained new team members. Promoted and developed positive relationships and attitudes.
- Maintained a clean work environment. Ensured the companies mission was enforced.
Education
Financial Planning
Kaplan College
11-2025
Licenses
Bachelor of Science - Finance
Palm Beach Atlantic University
West Palm Beach, FL05-2024
Leadership and Activities
- Palm Beach Atlantic University Women's Lacrosse Team
Commit over 25 hours a week to the PBA Women's Varsity Lacrosse Program while maintaining a full course load.
- Family Church - Kids Ministry Volunteer
Assisted in leading weekly worship services for children first through fifth grade. Supported the pastor in teaching the bible in a fun and age appropriate way.
Community Service
- Beach Clean-Ups, Dedicated time picking up debris on Jupiter Beach and along the Palm Beach Intracoastal.
- Palm Beach Children’s Hospital, Made blankets for cancer patients suffering in the community.
- Pixie Stick Lacrosse Association, Coached young girls how to play lacrosse and promoted physical activity.
- PGA Championship, Assisted golfers by keeping score as they competed against each other.
Timeline
Senior Investment Professional
JPMorgan Chase
07.2024 - Current
Summer Analyst Internship
JP Morgan Chase
06.2023 - 08.2023
Food Server Assistant
The Breakers
05.2022 - 03.2025
Financial Planning
Kaplan College
Licenses
Bachelor of Science - Finance
Palm Beach Atlantic University
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