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  • The Private Bank’s mission is to build, preserve & transform our client’s wealth.

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Josh Navarro

Managing Director, Regional Head of Investments and Advice

Joshua Navarro is a Managing Director for J.P. Morgan Private Bank based in Miami, Florida. He leads the investment practice for ultra-high net worth clients throughout the Southeast Region. The Southeast Region includes our Miami, Naples, Tampa, Orlando, Sarasota, Jacksonville, Palm Beach, Fort Lauderdale, Atlanta, Charlotte, Raleigh, and Nashville offices. Mr. Navarro's team of professionals are responsible for approximately $75bn in assets under management and $155bn in assets under supervision. The team provides advice on portfolio construction, asset allocation, manager selection and opportunistic trading across both public and private markets. Josh has over 20 years of investment experience at J.P. Morgan.

Josh plays an influential part in driving business impact and building J.P. Morgan’s visibility in the area. He is a member of the U.S. Private Bank Operating Committee and Leads the Operating committee for the Southeast region.

Previously, Josh 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. Josh has experience 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. Josh 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.

Josh earned a Bachelor of Science in Finance and Economics from Boston College after graduating from Pine Crest School in Fort 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. Josh lives in Coconut Grove with his wife, two daughters and son.

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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 J.P. Morgan Private Bank regional affiliates and other important 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.

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