YEKATERINA SHKOLNIK
JPMorgan Wealth Mnagement
As a Certified Exit Planning Advisor (CEPA®), Yekaterina Shkolnik is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Yekaterina Shkolnik - - JPMorgan Wealth Mnagement - Merrick, New York, city=Merrick, display_country=United States, hs_object_source_detail_1=Find a CEPA January 2026, hs_object_source_label=AUTOMATION_PLATFORM, url_slug=yekaterina-shkolnik, profile_name=Yekaterina Shkolnik 51, lname=Shkolnik, hs_object_source_id=enrollmentId:2302803639396;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20JANUARY%202026/SHKOLNIK-YEKATERINA-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2026-JANUARY.pdf, hs_createdate=1770655728703, cohortium_profile_title=Yekaterina Shkolnik | Financial Advisor at JPMorgan Wealth Mnagement | CEPA Connect Member, state=New York, id=47631081474, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Yekaterina Shkolnik, email=yekaterina.x.shkolnik@jpmorgan.com, cohortium_meta_description=Connect with Yekaterina Shkolnik, a specialized Financial Advisor working with JPMorgan Wealth Mnagement based in New York., associated_contact_record_id=193043458167, website=jpmorgan.com, contact_is_part_of_listsegment_cepa_connect_access=true, cepa_connect_profile_created=1778089933499, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20JANUARY%202026/11266_Shkolnik_CEPA-Certificate-2026-January.pdf, is_editable=editable, url_slug_2=yekaterina-shkolnik, impersonate_user_url=https://exit-planning-institute.org/member-detail/yekaterina-shkolnik?impersonation=true, full_name=Yekaterina Shkolnik, hs_lastmodifieddate=1778089934064, phone=+1 917-660-7687, company_name=JPMorgan Wealth Mnagement, name=Yekaterina, hs_object_id=47631081474, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=11566, username=yekaterinaxshkolnikjpmorgan, status=Published, hs_updated_by_user_id=78050139}
- Advisor Type: Financial Advisor
- Website:
https://jpmorgan.com - Phone: +1 917-660-7687
- City: Merrick
- State: New York
- Postal Code: 11566
- Country: United States
- Designations:
- Markets Served:
- Company Name: JPMorgan Wealth Mnagement

