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Biography
Steven Morgan is an Executive Director and Market Team Lead at J.P. Morgan Private Bank in Baton Rouge, Louisiana. He is responsible for leading the Private Bank team that works with high-net-worth clients in Louisiana and Mississippi. He and his team help clients grow and sustain wealth over multiple generations. They draw on the global resources of JPMorgan Chase to develop wealth management plans tailored to each client’s individual needs.
He began his career in the financial industry in 2002 with Merrill Lynch as an Investment Advisor in Baton Rouge before joining J.P. Morgan Private Bank in 2009. Prior to entering the financial industry, he spent 10 years as a Sales Representative, Regional Manager and assisted with Product Development for an outside sales corporation.
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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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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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