Managing Director Regional Head of Investments and Advice
Joshua is a Managing Director for the J.P. Morgan Private Bank based in Miami, Florida. He leads the investment and advice practice for ultra high net worth clients throughout the Southeast Region. The southeast region includes our Miami, Naples, Tampa, Orlando, Palm Beach, Fort Lauderdale, Atlanta, Charlotte, and Nashville offices. Mr. Navarro's team of professionals are responsible for approximately $28.5 bn in assets under management and $68.5 bn in assets under supervision. The team provides holistic advice for clients across their balance sheet to help clients achieve their goals. This advice includes portfolio construction, asset allocation, manager selection, opportunistic trading across both public and private markets as well as liability management. Mr. Navarro is a member of the US Private Bank’s Operating Committee and has 18 years of investment experience at J.P. Morgan.
Previously, Mr. Navarro spent six years as a senior investor in the Global Investments Opportunities Group in New York. There, he was responsible for providing custom investment advice for ultra high net worth individuals, family offices and hedge fund clients. Mr. Navarro is experienced in utilizing cash, derivatives and structured products across a variety of assets classes to achieve clients' goals. From 2007-2009 he was a member of the Foreign Exchange Sales & Trading Desk within J.P. Morgan Investment Bank, where he focused on currency and hedging strategies for institutional clients. Mr. Navarro joined J.P. Morgan in 2003 on the Foreign Exchange and Commodities Trading Desk within the Private Bank, where his primary focus was idea generation and trade execution.
Mr. Navarro earned a Bachelor of Science in Finance and Economics from Boston College after graduating from Pine Crest School in Ft. Lauderdale, FL. He serves on the Board of Breakthrough Miami, a non-profit, tuition-free academic enrichment program that provides motivated middle-school students from underserved communities with the tools they need to achieve their most ambitious goals in life. Mr. Navarro lives in Coconut Grove with his wife and daughter.
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（可能包括银行管理账户及托管）乃由 JPMorgan Chase Bank, N.A.及其关联公司（合称「摩根大通银行」 ）作为其一部分信托及委托服务而提供。其他投资产品及服务（例如证券经纪及咨询账户）乃由 摩根大通证券（J.P. Morgan Securities LLC）（「摩根大通证券」）提供。摩根大通证券是金融业监管局和证券投资者保护公司的成员。摩根大通银行及摩根大通证券均为受摩根大通共同控制的关联公司。产品不一定于美国所有州份提供。请与本网站内容一并阅览法律免责声明。
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。