Biography
Jason Mueller is the Head of Investments & Advice for J.P. Morgan Private Bank in Chicago. Jason leads a team of Investment Specialists who deliver advice and portfolio strategies to affluent families and institutions across the Midwest. He draws from the strength of his investment experience to drive business impact and build J.P. Morgan’s visibility in the region.
In his dual-capacity role, Jason advises a select group of clients to sustain and grow their wealth over multiple generations. He is a seasoned resource to private business owners navigating liquidity events, and he blends portfolio experience with sophisticated wealth transfer strategies. Jason uses his position to be proximate to team members, and fosters talent development, engagement with clients and cohesion throughout the team. He offers connectivity with like-minded families who have similarly complex balance sheets and share common approaches to investments.
Jason’s experience as an investor through the volatility of multiple market cycles is an asset to his clients and teammates. He began his career with J.P. Morgan in 2008, and led an initiative focused on client exposures to Lehman Brothers, AIG and other distressed securities during the Global Financial Crisis. In 2020, he steered more than 200 Chicago team members through the market instability and a transition to working remotely during the global pandemic.
Jason earned an M.B.A. with honors from the University of Chicago’s Booth School of Business with concentrations in Accounting, Economics, Finance and Strategic Management. He holds a B.S. in Finance from the University of Illinois Urbana-Champaign.
Jason is a member of the Leadership Circle for the Chicago-Northwest Indiana Corps of Teach For America, which aims to strengthen the movement for educational equity. He recently joined the Regional Board for Playworks Illinois, an organization that helps schools and youth programs create healthy and inclusive play environments for kids.
In his spare time, Jason is an avid endurance athlete; he has completed the Transamerica Chicago Triathlon, the Bank of America Chicago Marathon and a number of distance relay races. Jason resides in the near north suburbs of Chicago with his wife, Christina, and their son, George.
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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。
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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。