Alexander J. Schmitz, CFP®
Alexander Schmitz is a Financial Advisor with J.P. Morgan Securities, a wealth management division of J.P. Morgan. Alex joined the Steele Group two years ago and has since become a CERTIFIED FINANCIAL PLANNER™. Alex focuses on helping the team’s efforts in financial planning which encompasses retirement, insurance, education, estate and income tax planning. His goal is to learn about what makes each client’s life and work situation unique, and then take that information to develop a financial plan to help achieve their goals.
Another focus area for Alex is client education. He is a key resource who ensures that clients understand the various wealth management strategies that have been recommended in accordance with each individual plan. Once a client’s financial plan has been put into action, Alex helps his team provide clients with regular updates, answering questions, addressing concerns and keeping them engaged. He finds it rewarding when his efforts help demystify the complex world of finance while also helping to simplify his client’s lives.
Alex has more than seven years of experience in financial services. Before joining Bear Stearns, J.P. Morgan’s predecessor firm in 2007, he was an analyst at Schmitz Capital Partners. Prior to that, he interned with an advisor at Morgan Stanley for two years while finishing college in Boulder, Colorado.
Alex graduated with a B.S. degree in Finance from the Leeds School of Business at the University of Colorado and completed advanced financial planning coursework at New York University’s School of Continuing and Professional Studies in his pursuit to become a CFP® practitioner. A native of the Bay Area, Alex grew up in Mill Valley, California. He enjoys staying active by playing sports like basketball & golf and outdoor activities like hiking and skiing.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
JPMorgan Chase & Co., its affiliates and employees do not provide tax or legal advice. Individuals must speak with qualified tax or legal professional based on their individual circumstances.