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Biography
Ethan Morgan manages a team of professionals that offers customized guidance on growing and preserving wealth to individuals and families in Orange County and throughout Southern California.
Prior to joining J.P. Morgan, Ethan spent 10 years as a Team Lead at Wells Fargo Private Bank. From 2001 to 2002, he helped open Citigroup’s Private Bank offices in Orange County. Ethan previously worked with a boutique financial planning firm before he and a business partner founded an Orange County–based financial firm.
Ethan serves on the Governing Boards of Segerstrom Center for the Arts and the United Way of Orange County. Additionally, he chairs JPMorgan Chase Foundation’s Southern California Philanthropic Leadership Council, which supports the firm’s community involvement efforts in Orange County, San Diego and the Inland Empire. He has also been involved with the Bishop’s Cabinet for the new Christ Cathedral, the Orange County Community Foundation, and held early positions for many years on Pretend City Children’s Museum’s board of directors, Casa Teresa and Serra Catholic School’s Campaign Cabinet, all of which he continues to support.
Ethan is a Certified Financial Planner®, a Certified Investment Management Analyst, and a Certified Investment Management Consultant®. He earned his B.A. in Economics and Physics from Claremont McKenna College.
了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
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了解更多成為摩根大通私人銀行客戶的詳情。
敬請提供有關您的個人資料，我們的客戶服務團隊人員將會與您聯絡。
請瀏覽 FINRA Brokercheck網站以了解更多我們的公司及投資專才。
投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。