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Biography
Erin Shaw is a Market Manager of the Indiana and Kentucky offices of the J.P. Morgan Private Bank. In her role, Erin oversees a team of professionals dedicated to providing high net worth individuals, families, and organizations with a full range of wealth services as part of an overall wealth management strategy. Services that Erin and her team provide include but are not limited to: investment management, financial and estate planning, trust and fiduciary, standard and customized credit solutions, and deposit and treasury management services.
Prior to joining the Private Bank, Erin was a Market Director with Chase Wealth Management where she led a team covering the Indianapolis Northeast Market. In addition, she spent 8 years with Chase Investments as a Market/Investment Manager, and started with the firm as a Financial Advisor.
Erin is on the Board of Directors of Indiana Sports Corporation, Junior Achievement of Central Indiana Inc. and Greater Indianapolis Progress Committee. She also serves on the Investment Committee for Junior Achievement.
A native of Zionsville, Indiana, Erin graduated from Hanover College where she played collegiate volleyball, and received her MBA from Indiana Wesleyan. She and her husband, Brock, have three children: Brady, Grayson and Ellie.
She holds FINRA Series 7, 4, 24, 53, 66 along with Life & Health licenses and has earned the Certified Financial Planner™ certification.
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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. 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
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