Kerry Ugarte

Managing Director Wealth Advisor

Biography

Kerry Ugarte is a Wealth Advisor and Managing Director at J.P. Morgan Private Bank in Central Texas. With experience as an estate attorney and business consultant, she helps executives, business owners and their families manage their wealth to achieve the future they envision.

Kerry sees herself as a shepherd for her clients’ lifetime and legacy objectives. This means playing a central role in their team of legal and financial professionals, and maintaining close, long-term relationships to help them stay on track as their situations and goals evolve. In particular, her clients appreciate Kerry’s ability to translate complex estate planning procedures and wealth transfer strategies into language they can easily understand and act on with confidence. A successful professional, engaged community member and mother of three herself, Kerry has a deep respect for family and an intuitive understanding of her clients’ desire to make a lasting impact with their wealth.

Kerry joined J.P. Morgan Private Bank in 2014. Prior to that, she practiced law as a trusts and estates attorney in Austin. Kerry has an undergraduate degree in Business from The University of Texas, where she also earned her M.B.A. and law degree. She is board certified in estate planning and probate law by the Texas Board of Legal Specialization.

*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.