JAN GALVEZ

Biography

Jan is a seasoned wealth management professional with over fifteen years of experience, currently serving at the Schoenkin & Lesser Group. He has a deep understanding of his clients' financial challenges, anxieties, and concerns. He is particularly adept at handling the intricate needs of affluent families, recognizing the complex nature of wealth management. He designs and implements bespoke investment strategies, ensuring a perfect alignment with the clients' financial goals.

He works closely with his clients to understand their current and future needs, crafting highly customized strategies. He monitors these strategies continually to ensure their effectiveness. Jan not only assists individual clients but also corporate ones with their retirement planning and cash management needs. He is best known for his analytical planning skills and a strong, client-centric approach.

Jan's expertise and experience make him an excellent resource for a diverse set of clients, including attorneys, CPAs, professionals, and individuals in the entertainment industry. His client base ranges from first-time investors to high-net-worth individuals. He also provides counsel to families seeking sophisticated financial planning and investment management.

Jan offers a wide array of financial services, from insurance options and professionally managed portfolios. He holds Series 7, 63, and 65 licenses, and is licensed in New York for Life, Health, and Accident insurance.

Jan's professional journey began as a personal banker at JP Morgan Chase, transitioning later to Chase Investment Service Corp, and eventually becoming a Private Client Advisor at JP Morgan Private Client. In 2015, he joined Capital One Investing as a Senior Financial Advisor overseeing the Upper Manhattan territory. In 2018, he moved to Oppenheimer and joined the Schoenkin Lesser group. His clients value his deep analytical abilities and commitment to hard work.

Born and raised in Queens, where he currently resides, Jan enjoys golf, travel, sports, and aviation in his downtime.