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Philip Pluta

Kasandra Schindler

Executive Director

Kasandra Schindler


949.467.3967

kasandra.schindler@jpmorgan.com

660 Newport Center Drive, Suite 750
Newport Beach, CA 92660

About Kasandra

Kasandra Schindler is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. With more than 20 years of experience in financial services, she delivers tailored portfolio management strategies to address the sophisticated investment and financing needs of a select group of high-net-worth individuals, business owners and entrepreneurs.

Kasandra builds trust with her clients by deeply assessing almost every aspect of their lives, including their personal and business situations. Her process extends beyond financial objectives and goal-setting—she invests the time to know each client and learn what’s truly important to them, from their market experience and risk tolerance to individualized investment objectives and family considerations.

Through the dedicated resources of J.P. Morgan, Kasandra provides direct access to a wide array of products and services, including mortgages, industry-leading research, lines of credit and lending strategies that care for the totality of each client’s financial picture. She is adept at working alongside their CPAs and other outside advisors to help them pursue their individualized goals.

Kasandra earned a B.A. in Economics from the University of California, Los Angeles and an M.B.A. from Pepperdine University. She began her career at Merrill Lynch in 1994 as a Financial Consultant and then served as a Second Vice President at Northern Trust Private Bank, where she honed her focus on high-net-worth clients and their families.

Before joining J.P. Morgan in 2009, she worked at Wachovia and at Wells Fargo Private Bank, where she was a Managing Director and Senior Trust Specialist, providing estate planning and trust solutions.

Born in Arequipa, Peru, Kasandra lives in Huntington Beach and enjoys spending time on the water and bike riding with her husband and their daughter.

 

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Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

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