Simon Levine

Managing Director Region Head of Southeast Private Bank

Biography

Simon Levine is Region Head of Southeast Private Bank for the J.P. Morgan Private Bank. Based in Miami, Mr. Levine leads a team of professionals that provide wealth management advice, strategies and services to individuals, family offices, foundations and endowments across the southeast region. The southeast region includes our Miami, Naples, Tampa, Orlando, Sarasota, Palm Beach, Ft. Lauderdale, Jacksonville, Atlanta, Charlotte, and Nashville offices. Drawing on these teams’ experiences, Mr. Levine and his team develop innovative strategies to help clients grow and sustain their wealth over multiple generations. He currently serves as a member of both the U.S. Private Bank Operating Committee as well as the Global Private Bank Operating Committee.

Before moving to Miami, Mr. Levine spent ten years with the J.P. Morgan Private Bank in New York and held leadership roles spanning legal, compliance and the business. He was the business's Global Chief Compliance Officer. In that role, he was responsible for managing a global compliance program across a multitude of products and services, which included a team of compliance professionals in the U.S., EMEA, Asia, and Latin America. Prior to that, Mr. Levine was Chief Operating Officer for the Private Bank's Investments practice, with responsibility for running its day to-day operations. Before joining J.P. Morgan, he spent over four years in private legal practice, specializing in the financial services sector.

Mr. Levine earned a B.S. from Connecticut College and a J.D. from the George Washington University School of Law.

Mr. Levine currently serves on the Board of Trustees of the Perez Art Museum Miami.

*Required Fields

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself, and our team will contact you.

First Name *

Enter your First Name

> or < are not allowed

Only 40 characters allowed

Last Name *

Enter your Last Name

> or < are not allowed

Only 40 characters allowed

Location *

Select your country of residence

Address *

Enter valid street address

> or < are not allowed

Only 150 characters allowed

City *

Enter your city

> or < are not allowed

Only 35 characters allowed

State *

Select your state

> or < are not allowed

ZIP *

Enter your ZIP code

Please Enter a valid Zip Code

> or < are not allowed

Only 10 characters allowed

Postal Code *

Enter your postal code

Please Enter a valid Zip Code

> or < are not allowed

Only 10 characters allowed

Phone Number *

Enter your phone number

Please enter a valid phone number

Email *

Enter your email address

Please enter a valid email address

> or < are not allowed

Only 50 characters allowed

Tell Us More About You

0/1000

Only 1000 characters allowed

> or < are not allowed

* Yes, I want to learn more about J.P. Morgan Private Bank. By submitting this form, I understand the data I provide will be used to process my enquiry and hereby accept and agree that any applicable confidentiality or secrecy requirements do not apply, and I consent to J.P. Morgan Private Bank for sending me ideas and insights via email or phone in accordance with J.P. Morgan's privacy policy.

Checkbox is not selected

LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.

JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read the Legal Disclaimer for J.P. Morgan Private Bank regional affiliates and other important information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Not a commitment to lend. All extensions of credit are subject to credit approval.