Planning is more of a marketing initiative than a strategic initiative - Private Client Advisor - AGP J.P. Morgan Employee Review

2.0
Feb 1, 2026
Recommend
CEO approval
Business Outlook

Pros

Guaranteed pay for a period of time and good benefits

Cons

The firm is stuck to the old ways. They say that financial planning is a top priority, but use a sub-par proprietary planning software. If you actually want to be a planner, not just in investment sales, you better have good, experienced bankers that can identify those prospects.

Explore other reviews about J.P. Morgan

5.0
Jun 11, 2026
Recommend
CEO approval
Business Outlook

Pros

Top tier company with growth opportunity

Cons

The expectation to work 40+ or passed your normal shift as an exempt employee was common among peers and management.

4.0
Jun 30, 2026
Anonymous intern
Recommend
CEO approval
Business Outlook

Pros

The team was supportive and willing to answer questions. I gained practical experience in industry research, financial analysis, Excel, and data organization while working on real projects. Managers provided helpful feedback, and the internship was a good opportunity to understand how research and analytical work is completed in a professional environment.

Cons

Some assignments could become repetitive, especially data cleaning, database updates, and reviewing large amounts of information. Deadlines could also be tight during busy periods. Because the internship was relatively short, interns sometimes had limited ownership over longer-term projects.

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