Michael Finke

Personal Advisor at JP Morgan Wealth Management

Covington, Kentucky, United States

About

I am a financial representative at Fidelity Investments currently pursuing the CFP® certification. I am passionate about financial planning and guidance, data analytics, and relationship building.

Experience

  • Personal Financial Advisor at J.P. Morgan
    Feb 2026 - Present · 5 mos

  • Fidelity Investments (Full-time · 4 yrs 9 mos)
    • Fixed Income Advisor
      May 2023 - Feb 2026 · 2 yrs 10 mos

    • Investment Solutions Representative
      Jul 2022 - May 2023 · 11 mos

    • High Net Worth Representative
      Mar 2022 - Jul 2022 · 5 mos

  • Package Handler at UPS
    Oct 2020 - Jun 2021 · 9 mos

    Unload trucks in an orderly and safe fashion emphasizing safety, quality assurance, and efficiency.

  • Warehouse Operator at The Music People, a division of JAM Industries USA, LLC
    Apr 2020 - Jan 2021 · 10 mos

    Fulfilled orders, interacted with sales reps, and efficiently organized a logistical system in a warehouse to receive and ship thousands of pounds of inventory a week.

  • Server Assistant at NADA
    Oct 2018 - Jan 2020 · 1 yr 4 mos