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David Regan

Managing Director, Head of Investments and Advice, Western U.S.

Los Angeles, CA Orange County Phoenix, AZ Seattle, WA Westlake Village, CA Utah and Idaho The Rockies San Diego, CA

David Regan has been with J.P. Morgan for 25 years. He is a Managing Director and the Investments Practice Leader for the Private Bank in the Western United States. David joined J.P. Morgan in 1999. He has worked in Philadelphia, New York, London, Denver and Los Angeles in various roles, including the firm’s Strategy and Solutions team.

David is responsible for developing and managing relationships with clients, focusing on addressing their investment needs. In his various roles, he has worked with clients in the United States, Latin America, Europe, the Middle East and Asia. David works with a team of specialists to advise clients on the full spectrum of their wealth management needs, drawing from J.P. Morgan’s global resources. The team’s overall mission is to provide clients with the peace of mind that comes from having a coordinated approach to meeting complex financial goals and objectives.

David is a graduate of Harvard University, graduating with honors in History and Economics. He is a member of the Hammer Circle through the Hammer Museum. David lives in Hancock Park with his husband and two children.

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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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