Jonathan O'Neill
Arizona,AZ
Summary
Licensed financial services professional with experience supporting high-net-worth and ultra-high-net-worth clients across banking, investments, retirement plans, and complex account servicing. Proven track record of leadership, client relationship management, and operational excellence through progressive roles at JPMorgan Chase, Vanguard, and Enterprise Mobility.
Overview
1
1
Certification
4
4
years of professional experience
Work History
High Net Worth Client Service Associate
JPMorgan Chase & Co.
08.2025 - Current
- Support high-net-worth and ultra-high-net-worth client relationships by coordinating complex servicing needs across brokerage, banking, and investment accounts
- Act as a key point of contact for clients, handling sensitive financial transactions, account structures, money movement, and trade-related service requests with high accuracy and urgency
- Partner directly with Private Client Advisors, Bankers, and Investment teams to execute client strategies, resolve escalations, and ensure seamless end-to-end delivery of wealth management services
- Identify client financial needs during service interactions and proactively route opportunities for lending, investment, and deposit solutions to advisory partners
- Manage high-volume, time-sensitive workflows while maintaining strict compliance with FINRA, SEC, and JPMorgan internal risk and regulatory standards
- Consistently contribute to client retention and satisfaction through responsive, high-touch service in a fast-paced private banking environment
- Build familiarity with investment products, portfolio structures, and advisory workflows through daily exposure to wealth management operations
Retirement Plan Consultant
Vanguard
07.2024 - 06.2025
- Assisted retirement plan participants and investors with retirement planning support and account servicing.
- Provided guidance on 401(k)s, IRAs, rollovers, distributions, and account transactions.
- Selected for an accelerated pilot development program based on performance and leadership potential.
- Coordinated onboarding processes for new clients, enhancing their understanding of services offered.
Branch Manager Assistant
Enterprise Mobility
05.2022 - 08.2024
- Promoted through Enterprise's management development program into branch leadership.
- Increased the Scottsdale branch customer service rating to 90% for three consecutive months.
- Maintained an average upsell amount of $15.50 per rental contract at the airport location.
- Led branch operations including sales performance, customer experience, employee development, and profitability initiatives.
Education
Bachelor of Science - Business Management
Arizona State University
Tempe, AZ05.2023
Skills
- Financial Analysis
- Investment Products
- Retirement Planning
- 401(k) Administration
- Brokerage Options
- Wealth Management Support
- Portfolio Analysis
- Risk Assessment
- Compliance & Regulatory work
Certification
- Securities Industry Essentials (SIE)
- FINRA Series 6
- FINRA Series 63
- FINRA Series 7
-Passed all FINRA licensing examinations on first attempt
Affiliations
Zeta Beta Tau (ZBT) – Gamma Tau Chapter — Social Chair, Executive Board
Timeline
High Net Worth Client Service Associate
JPMorgan Chase & Co.
08.2025 - Current
Retirement Plan Consultant
Vanguard
07.2024 - 06.2025
Branch Manager Assistant
Enterprise Mobility
05.2022 - 08.2024
Bachelor of Science - Business Management
Arizona State University