Managing Director Market Team Lead
Justin D. Nelson is a Managing Director and Head of the Asset Management and Financial Principals Coverage Team for J.P. Morgan Private Bank in Connecticut. In his role as Market Head, he leads a team of 20 professionals who advise some of the most influential leaders in the hedge fund, private equity, real estate and financial industries. Justin and his team oversee over $11 billion in assets and advise clients on their strategic wealth plans, which include portfolio construction and investment management, estate planning, optimization of credit, cash management and banking services.
Justin is also a Senior Private Banker directly responsible for managing relationships with wealthy individuals and their family offices, endowments and foundations across New York and Connecticut.
Justin first joined J.P. Morgan in 1998 as an Analyst at the Private Bank. In 2000, he began working directly for the CEO of the Private Bank. In 2001, he became a Private Banker in the Fiduciary Client Group, which focuses on the firm’s largest trust and multigenerational clients. He assumed his current role in 2005.
Justin received a B.S. from Tufts University in both Chemistry and Economics, and an M.B.A. from Columbia University. He founded and leads the Private Bank’s undergraduate recruiting team for Tufts University. He is also a member of the Tufts Financial Network Advisory Committee. In 2016, he joined the board of directors of the Breast Cancer Alliance, which is based in Greenwich, and currently serves as Treasurer.
Justin was recognized by Barron’s as the #2 ranked Advisor in Connecticut and was part of the Top 1,200 Advisors List for 2020. He was also named as one of the Financial Times 400 Top Financial Advisers for 2020.
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(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。