Executive Director Market Team Lead
Jake is an Executive Director and Market Team Lead at J.P. Morgan Private Bank in Dallas. He heads a talented group of Bankers and Specialists in delivering a first-class wealth management experience to the firm’s most sophisticated clients in the region. As a member of the Dallas leadership team, he helps oversee the growth agenda and the strategic direction for hiring and developing a client-centric organization.
Jake and his team surround families with J.P. Morgan’s holistic financial advisory platform that can address a broad range of needs—financial planning, investments, trust and estate advisory, lending, banking, insurance and more. He curates an environment of collaboration that empowers Bankers to share best practices and remain at the forefront of changes in the marketplace. He grew up in an entrepreneurial family, and loves connecting with individuals to learn their success stories and how they built their businesses and wealth.
Over a career that spans 15 years, Jake has spent more than a decade at J.P. Morgan, where he has been a leading Banker across the country. His reputation for rolling up his sleeves and getting things done helps him to engage with community leaders and advocate for clients. He intimately understands the complex needs of high-net-worth families and feels privileged to serve as a trusted advisor to his clients.
Jake is a graduate of the Rawls College of Business at Texas Tech University, where he earned a B.B.A. in Finance.
Involved in the community, Jake has served on the Dallas advisory board for the Walk to End Alzheimer’s, a cause about which he is passionate. He serves on the membership committee for the Cary Council, a business organization that raises money for early-stage research at UT Southwestern Medical Hospital. He is also active in his church and the North Dallas Chamber of Commerce.
A native of South Texas, Jake is an avid outdoorsman and sports enthusiast. He enjoys spending time with family and tries to squeeze in an occasional round of golf when he can. He lives in North Dallas with his wife and daughter.
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