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Amanda M. Dargie

Amanda Dargie

Business Management Specialist

Amanda Dargie is a Business Management Specialist with the Fagan Boshart Group at J.P. Morgan Securities in Boston, the wealth management division of J.P. Morgan. In her role, Amanda focuses on identifying and developing strategic wealth planning opportunities for the group’s affluent client families. Having dedicated experience in retirement planning, college planning, philanthropic giving and wealth transfer strategies, Amanda works closely with J.P. Morgan’s wealth planning specialists to assemble specific strategies that are designed to cater to a family’s financial goals and objectives. Additionally, Amanda manages the Fagan Boshart Group’s overall business operations. She spearheads projects, leads campaigns and oversees the daily workflow, working to ensure that deadlines are met and that clients receive the highest level of personal attention.

Given her keen acumen for working with numbers, Amanda chose a career in finance where she has been able to put these skills to good use. She joined J.P. Morgan Securities’ predecessor firm, Bear Stearns, in 2006, upon earning a B.S. in Mathematics from Saint Michael’s College. Since joining the Fagan Boshart Group in 2008, Amanda has helped to deepen relationships with both clients and prospects, in part by creating a personalized experience for each individual family. In 2012, Amanda completed coursework in financial planning at Suffolk University, further strengthening her knowledge and proficiency.

Amanda currently serves as a Volunteer Leader and Events Coordinator with the Saint Michael’s Alumni Club of Boston and is a member of the Saint Michael's College Purple and Gold Society. Closely involved with the school and its alumni network, Amanda is a resource for upcoming and recent graduates, as well as alumni interested in pursuing a career in finance. A native of Connecticut, she currently lives in Boston’s North End. In her free time, Amanda enjoys skiing, hiking, reading, practicing yoga and traveling.

Phone: 617.654.2018
Toll-free: 866.283.3830
Fax: 617.956.8828
Email: amanda.dargie@jpmorgan.com

Registered States: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TX, VA, VI, VT, WA, WI, WY

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The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a marketing name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

Investment products: Not FDIC insured • No bank guarantee • May lose value

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