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Jonathan Spira

Managing Director, Market Team Lead

Jonathan Spira is a Managing Director and Market Team Lead of the Financial Institutions Group at J.P. Morgan Private Bank. He directs a group of more than 30 professionals who advise senior level executives in the financial institutions sector and corporate executives of Fortune 500 companies. His team helps these successful individuals and their families achieve their goals and objectives across the entirety of their balance sheets, including customized strategies for investment management, trust & estate planning and traditional capital and liquidity.

Jonathan joined J.P. Morgan in 2001. Before embarking on his leadership path, he was a Senior Private Banker, delivering comprehensive wealth management strategies for clients and their families. This experienced forged Jonathan’s deep understanding of the unique and sophisticated challenges faced by financial principals, industry leaders and affluent families. He serves as an advocate to guide his team in presenting best practices and strategies around single stock positions, employment and severance packages, pre-IPO planning and capital market solutions.

A graduate of Emory University, Jonathan earned a B.B.A. in Finance & Information Technology. He holds Series 7, 9, 10 and 63 securities licenses. Jonathan plays an influential role in the community, serving on the board of the Seaver Autism Center for Research and Treatment at Mt. Sinai in New York.

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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.

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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

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