Northern California

Palo Alto, CA
310 University Avenue
3rd Floor
Office Phone(415) 315-8282Opens in a new window

San Francisco, CA
560 Mission Street
23rd Floor
Office Phone(415) 315-8282Opens in a new window

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Our Office

What impact would you like to make? At J.P. Morgan Private Bank, we'll start there. We have been helping families like yours identify, manage and meet their financial goals for generations. Highly personalized banking. Wealth planning. Investing. Lending. And surrounding it all, advice tailored to your unique needs—to create the life and legacy you envision.

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Jun 13, 2019

Keep your finances on track this summer

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Goals-Based Planning

Keep your finances on track this summer

It’s a good time to plan for—and with—your family

Jun 07, 2019

My Next Move

Goals-Based Planning

My Next Move

A new podcast that humanizes money decisions.

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Our Leadership

Christine Leong Connors

Managing Director, Market Manager

Northern California

David Lyon

Managing Director, Head of Investments

Northern California

Matthew Barshied

Managing Director, Banker Team Lead

Northern California

Available Services

Planning & Advice
Goals-based investing and advice
Our goals-based advice helps you identify your priorities, passions and pain points. Then we help you create a direct link between the outcomes that matter most to you and the wealth management strategies that can achieve them.

Investing
Impact investing
Impact investing may be the most exciting of all the sustainable investing strategies. It's intended to generate measurable positive social or environmental impact alongside financial return. Learn more.

Lending
Securities-based lending
How can you free up money for short-term needs—and keep your long-term investments working for you? One solution is using your investment portfolio as collateral for a line of credit.

Investing
Thematic managed strategies
Using our top-down view of the global economy and markets, our portfolio managers scan the world’s markets for the broad themes and stories that drive the outcomes our clients are looking for.

Planning & Advice
Protecting your personal wealth
Is too much of your personal wealth invested in your business? When it comes to diversification, business owners have special needs.

Banking
Digital capabilities for U.S. Clients
Access your accounts, move money and protect your information. Our web-based tools and apps make it possible.

Planning & Advice
Goals-based investing and advice
Our goals-based advice helps you identify your priorities, passions and pain points. Then we help you create a direct link between the outcomes that matter most to you and the wealth management strategies that can achieve them.

Planning & Advice
Estate planning
Our wealth advisors share their decades of experience and unique perspectives with you and your attorneys to turbocharge your estate planning process.

Planning & Advice
Cross-border wealth advisory
Managing wealth is tough enough. Managing it over multiple countries, time zones and tax codes is even more so. We provide comprehensive wealth management services for those with international lives or families.

Planning & Advice
Business owner advisory
Owning a business comes with its own set of challenges. That’s why we offer strategic, impartial advice and a sounding board whenever you need it.

Planning & Advice
Executive compensation advisory
Our specialists have thought through the big challenges facing today’s corporate executives—and how best to address them. They can translate these innovative but practical approaches into a strategy just for you.

Planning & Advice
Philanthropy
When you’re ready to establish your philanthropic plan, we can help you identify the approach and structure that’s right for you.

Planning & Advice
Cybersecurity & fraud awareness
We provide educational programs and materials to help you, your family and your home office staff to understand emerging threats and stay up to date on fraud protection best practices.

Planning & Advice
Family wealth management
We provide personalized wealth advice, planning and management for families with complex financial needs.

Investing
Managed portfolio strategies
What sets us apart? A client-first philosophy that starts with a dialogue focused clearly on your objectives and the best way to meet them.

Investing
Alternative investments
Explore the range of opportunities to enhance investment returns and portfolio diversification beyond traditional markets.

Investing
Brokerage
At the Private Bank, we give you more than just execution. You'll have access to strategists. Credit analysts. And economists. Each offering advice and seeking opportunities in every region, in every sector, throughout the ups and downs of the markets.

Investing
Sustainable investing
You have enormous power to change our society and environment for the better. But building an effective sustainable portfolio can be daunting. We can guide you.

Banking
Custody services
When you're ready to take advantage of institutional-level investment services, we can connect you to our global custody platform through your private banking relationship.

Banking
Personal banking
Our client service team gets to know you on a personal level and manages your full J.P. Morgan relationship, looking at your entire financial picture to make banking more efficient and more focused on your needs.

Banking
Business banking
Our customizable business banking tools are designed to keep up with you, optimize your operating cash and save precious time. And they’re delivered with the same private banking benefits you receive on your personal accounts.

Banking
Digital capabilities
Our range of award-winning digital tools, capabilities and mobile apps make banking easier and more secure than ever before.

Lending
Real estate lending
Our real estate lending specialists tap resources from across the entirety of JPMorgan Chase to deliver the property intel and financing you need to meet your unique goals.

Lending
Securities-based lending
How can you free up money for short-term needs—and keep your long-term investments working for you? One solution is using your investment portfolio as collateral for a line of credit.

Lending
Custom lending
Uncommon, big-ticket assets require special lending expertise—whether you're purchasing them or trying to access their liquidity. We can help you find a strategy that works in the best interest of your overall wealth plan.

Trusts & Estates
Trust services
A reliable, experienced trustee is crucial to ensuring your wishes are carried out. In us, you'll find the fiduciary and asset manager you're looking for.

Trusts & Estates
Delaware trust administration
Our Delaware trust administration team is powered by 50 on-the-ground specialists who understand every nuance of local trust law. And can deliver every advantage of one of the world’s most favorable and flexible trust jurisdictions.

Trusts & Estates
Estate services
Picking the right executor—and the right team of supporting professionals—can make a meaningful difference in how easily and efficiently your loved ones will receive their inheritance. And how well your plans are carried out.

Trusts & Estates
Specialty asset management for trusts & estates
Our specialty asset teams help manage the day-to-day operations and preserve the long-term value of the non-financial assets in your trust or estate.

Learn more about becoming a J.P. Morgan Private Bank client.
Please tell us about yourself, and our team will contact you.

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LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

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. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.

INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • 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

Equal Housing Lender Icon 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.