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Harold Dilema
Vice President, Annuities Practice Lead U.S. Private Bank
Biography
Harold Dilema serves as the Annuities Practice Lead for the Private Bank. Harold collaborates with field leadership to implement insurance and retirement strategies into the J.P. Morgan Private Bank strategy. He provides a broad understanding of the investment product offering, market insights and investment themes, and serves the subject matter expert on the Private Bank annuity platform.
Harold has more than 20 years of success across the financial services and insurance industries. Leveraging extensive experience managing market share growth and financial strategies for organizations, he is an asset to the Wealth Management businesses in achieving growth and business development goals. His broad areas of expertise include marketing, relationship management, wholesaling and financial planning strategies leveraging annuities, life insurance and long-term care products.
Harold attended Arizona State University where he earned an MBA and a Bachelor of Science Degree in Global Business. Harold earned the Retirement Income Certified Professional, Chartered Advisor for Senior Living designations and holds Series 6, 63 and 65 licenses as well as the Arizona State Life and Health license.
Harold is an avid tennis player and former member of the Northern Arizona University NCAA men’s tennis team. He, his wife and two daughters love animals and enjoy traveling.
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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 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
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