Amanda D. Johnson is an Executive Director and Wealth Advisor at J.P. Morgan Private Bank. Amanda draws from her background in tax, law and finance, leveraging the intersection of these disciplines to simplify estate planning concepts. She works with high-net-worth individuals and their families to offer advice that is accessible and tailored to their individual planning goals.
Amanda truly enjoys connecting with clients to learn their motivations and the financial priorities and challenges they face. She feels honored to serve as a family counselor, illuminating the breadth of possibilities afforded by strategic wealth planning. Whether individuals are engaged in complicated structures or wish to wrap their arms around a particular tax scenario, Amanda serves as an experienced sounding board to provide insight and clarity. She has built a reputation for her empathetic style and ability to add value to long-term relationships.
As a former practicing attorney focused on tax, estate and charitable giving, Amanda has deep exposure to the needs of clients with complex planning needs. In 2018, she joined UBS for the opportunity to pivot toward wealth advisory, propelled by an interest in advancing financial literacy. Most recently, Amanda held a senior role at Wells Fargo Private Bank, where she received multiple awards for client service. A talented writer and subject-matter expert, she has spoken on webinars and at national events, and has published articles on carried interest planning, hedge funds and other important topics.
Amanda has a long history of success, which began as the valedictorian of her high school and continued to her undergraduate studies at Dartmouth College. She earned a J.D. and a Certificate in Tax Studies from the University of Connecticut School of Law. She received an LL.M. in Taxation from New York University School of Law. Amanda is licensed to practice law in New York, New Jersey, Connecticut and Florida. She is a member of the Society of Trust and Estate Practitioners.
Amanda and her husband have a five-year-old son and a French Bulldog. She loves to hike and travel and has recently taken up top rope climbing.
Please tell us about yourself, and our team will contact you.
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.
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 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.