Jake is an Executive Director and Market Team Lead at J.P. Morgan Private Bank in Dallas. He heads a talented group of Bankers and Specialists in delivering a first-class wealth management experience to the firm’s most sophisticated clients in the region. As a member of the Dallas leadership team, he helps oversee the growth agenda and the strategic direction for hiring and developing a client-centric organization.
Jake and his team surround families with J.P. Morgan’s holistic financial advisory platform that can address a broad range of needs—financial planning, investments, trust and estate advisory, lending, banking, insurance and more. He curates an environment of collaboration that empowers Bankers to share best practices and remain at the forefront of changes in the marketplace. He grew up in an entrepreneurial family, and loves connecting with individuals to learn their success stories and how they built their businesses and wealth.
Over a career that spans 15 years, Jake has spent more than a decade at J.P. Morgan, where he has been a leading Banker across the country. His reputation for rolling up his sleeves and getting things done helps him to engage with community leaders and advocate for clients. He intimately understands the complex needs of high-net-worth families and feels privileged to serve as a trusted advisor to his clients.
Jake is a graduate of the Rawls College of Business at Texas Tech University, where he earned a B.B.A. in Finance.
Involved in the community, Jake has served on the Dallas advisory board for the Walk to End Alzheimer’s, a cause about which he is passionate. He serves on the membership committee for the Cary Council, a business organization that raises money for early-stage research at UT Southwestern Medical Hospital. He is also active in his church and the North Dallas Chamber of Commerce.
A native of South Texas, Jake is an avid outdoorsman and sports enthusiast. He enjoys spending time with family and tries to squeeze in an occasional round of golf when he can. He lives in North Dallas with his wife and daughter.
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。
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: • 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。