Executive Director Market Team Lead
Jeremy Sunshine is an Executive Director and Market Team Lead at J.P. Morgan Private Bank, serving the Westchester County area. He directs a group of bankers and specialists who customize strategies for the complex needs, wants and wishes of affluent families, business owners and institutions. Jeremy offers the strengths of J.P. Morgan’s sophisticated platforms, thoughtful leadership and world-class capabilities, helping clients leave meaningful legacies. An excellent communicator, he drives J.P. Morgan’s business impact and growth in the community.
In Jeremy’s multi-faceted function, he draws from his diverse experience to make recommendations steeped in best practices and tailored to personalized goals. In nearly 25 years in wealth management, he has held many senior leadership roles, and navigated both bullish and challenging market conditions. Jeremy established his investment background early in his career, holding positions on the equities desk and as a portfolio strategy consultant. Most recently, he was the Branch Manager at one of UBS’s largest offices in New York City.
Jeremy understands that a firm’s reputation is earned day-in and day-out, one client at a time. He develops the skills of his talented bankers and forges a culture of collaboration where everyone can thrive and succeed. Jeremy institutes the team’s mission and articulates its values, creating a blueprint to remain at the forefront of innovative ideas. He serves as a go-to resource, known for his ability to solve problems, remove obstacles and turn difficulties into successes.
Jeremy earned a B.S. in Finance with High Honors from the University of Florida—go Gators. He holds FINRA Series 3, 7, 9, 10 and 63 securities licenses, and is Insurance registered in New York.
Residents of Scarsdale, Jeremy, his wife, Dorathy, and their three beautiful children—Emma, Ezra and Ella—are actively involved in building roots in the area. He lends his time and resources to organizations that promote student advancement through educational opportunities. Jeremy has a great passion for sports and is a lifelong fan of local New York teams.
请浏览 FINRA Brokercheck网站以了解更多我们的公司及投资专才。
投资产品: • 不受联邦存款保险公司保障 • 非摩根大通银行或其任何联属机构的存款或其他负债，亦未获摩根大通银行或其任何联属机构的担保 • 存在投资风险，包括可能损失投资的本金
银行存款产品（例如支票、储蓄及银行贷款）及相关服务乃由摩根大通银行（JPMorgan Chase Bank, N.A.）提供。 摩根大通银行是美国联邦存款保险公司的成员。并非借贷承诺。授信额度均须经信贷审批。