Jennifer Marks is an Managing Director and Market Team Lead in the Long Island office of J.P. Morgan Private Bank, developing and implementing strategies for the region, while providing wealth planning, banking, investing, lending and trust services to the area’s prominent families and individuals.
Knowing that better input leads to better outcomes, Jennifer partners with her clients to understand their complex lives from all angles. She then draws upon J.P. Morgan’s global resources to develop the strategies that can propel them toward the long-term objectives they have for themselves, their loved ones and their communities. Jennifer is the Co-Chair of the region’s Market Leadership Team, focused on unifying all JPMorgan Chase employees across Long Island and within our communities. She also chairs the region’s Diversify and Inclusion efforts.
Jennifer joined J.P. Morgan in 2006 and has remained with the Private Bank ever since. She began her career as an Investment Business Analyst and became an Investment Advisor in 2010. Jennifer’s natural intelligence and problem-solving abilities have led her to a seat on J.P. Morgan’s U.S. Advisory Council, where she works with a select group of leaders to develop initiatives that shape experiences for employees and clients alike.
Jennifer holds FINRA Series 7 and 63 securities licenses, and earned a B.S. in Industrial and Labor Relations from Cornell University.
Having grown up on Long Island, she is thrilled to be making a local impact through the Private Bank and her own community engagement. Most recently, Jennifer was invited to become a member of the 2021 Energeia Partnership, a group that gives proven, ethical leaders the opportunity to act as catalysts for change, helping to create innovative and sustainable strategies to the most pressing challenges facing our region. She is Co-Chair of the UJA Long Island Young Families Fundraising Committee, focused on raising awareness, funds and community engagement. When she’s not in the office, Jennifer enjoys spending time at the beach, exercising, and exploring the area’s parks and museums with her husband and two children.
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。