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San Antonio, TX

200 E Basse Road, 1st Floor, Suite 102

San Antonio, TX 78209

210.841.7074 Office Phone Opens in a new window

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Put the power of the World’s Best Private Bank* to work for you.

Whether you're focused on building, preserving or transferring your wealth, our team in San Antonio is here to help you achieve all you envision. The specialists in our Quarry Village office work to meet your goals with an elevated private banking experience shaped around you. It's one way we're raising the standard in private banking.

*Awards or rankings are not indicative of future success or results. For third-party award selection criteria and other important information, learn more

Our San Antonio team is here and committed to your success

We do much more than manage wealth; we aim to add value to your life. Our specialists are here to open doors, explore new opportunities and help you to experience the full possibilities your wealth creates. We're always finding ways to shape an elevated private banking experience around you.

Jeff Bailey

Executive Director, Market Team Lead

San Antonio, TX

Andrew Brock

Managing Director, Market Manager

Benjamin Klauder

Executive Director, Head of Investments

Euromoney names J.P. Morgan “World’s Best Private Bank”

For the third year in a row, J.P. Morgan received this accolade that reflects the bank’s unwavering commitment to delivering exceptional client service.

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An extensive array of capabilities to meet your goals

Planning

Our specialists in tax, business strategy, estate planning and giving offer a tailored approach to your goals.

Investing

We provide best-in-class advice and service, delivered by a global team of seasoned investment professionals.

Lending

Credit can play a key role in your wealth plan. Access an array of solutions fit for your needs and portfolio.

Banking

Complex finances demand more from a banking relationship. Get the flexibility to confidently meet your needs.

We bring you a team of specialists in San Antonio carefully curated to match your goals.

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Fresh thinking that could impact your financial life

Wondering how important news and trends could impact your financial life? J.P. Morgan Private Bank's thought leaders share their insights on what's trending and what it could mean to you and your world.

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Investment Strategy

The final stretch: Your top 3 U.S. election questions…

From tax policy to government debt, we share our thoughts on key issues facing investors.

Alan Wynne

Nov 1, 2024

Goals-based planning

Is there a planning strategy that can expand your wealth’…

Achieve perpetual growth through strategic planning and unlock your balance sheet’s full potential.

Oct 23, 2024

Philanthropy

Why not explore philanthropy with the whole family this…

During holiday gatherings, consider making philanthropy and your family’s legacy a special focus.

Jamie Hackleman

Oct 31, 2024

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LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read the Legal Disclaimer for key important J.P. Morgan Private Bank information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Not a commitment to lend. All extensions of credit are subject to credit approval.