Dax Shmidt

Dax Shmidt

Dax Shmidt

Startup Banking Associate at J.P. Morgan

Graduating from San Francisco State University with a degree in Economics, I began my career journey exploring corporate law as a file clerk before discovering my true passion in finance. I pivoted into the financial industry through an internship with Equitable Advisors, focusing on high-net-worth wealth management.

Experience

J.P. MorganStartup Banking Associate

2025 — Now

2025 — Now

San Francisco, California, United States

J.P. MorganClient Service Associate

2024 — 2025

2024 — 2025

San Francisco, California, United States

JPMorgan Chase Bank, N.A.Private Client Banker

2023 — 2024

2023 — 2024

San Francisco, California, United States

Equitable AdvisorsIntern

2022 — 2022

2022 — 2022

San Francisco, California, United States

Cold calling to set introduction meetings.

Shadowed VPs and high-performing advisors in their day to day.

Attended training meetings revolving around investment, retirement, tax and retirement planning. Series 7, series 66 and CIS.

Law Offices of Jeremy PasternakFile Clerk

2021 — 2022

2021 — 2022

San Francisco, California, United States

Handled and processed mail in the office.

Cultivated documents in adobe acrobat.

Managed case catalogue for five attorneys as well as handling accounts payable.

Education

San Francisco State University

Bachelor's degree