Orange County

3 Park Plaza, Suite 730
Irvine, CA 92614
(949) 852-4300 Office Phone Opens in a new window

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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Our Leadership

David Regan

Managing Director, Regional Head of Investments

Jamie Salter

Managing Director, Head of Investments

Available Services

Planning & Advice

Goals-based investing and advice

We help you identify your priorities, passions and pain points. Then, we help you create a direct link between your goals and the wealth management strategies that can help you achieve them.

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.

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

We help you identify your priorities, passions and pain points. Then, we help you create a direct link between your goals and the wealth management strategies that can help you 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

Utility Name

Goals Based Investing and Advice

Mid-year outlook: Our view of the damage and the road ahead

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#SRL2020

Orange County

Our Office

We Recommend

Could family dynamics derail your legacy?

Brexit: What's next?

#NextList2020

Our Leadership

Olivier de Givenchy

David Regan

Ethan Morgan

Jamie Salter

Available Services

Goals-based investing and advice

Impact investing

Securities-based lending

Protecting your personal wealth

Digital capabilities for U.S. Clients

Goals-based investing and advice

Estate planning

Cross-border wealth advisory

Business owner advisory

Executive compensation advisory

Philanthropy

Cybersecurity & fraud awareness

Family wealth management

Managed portfolio strategies

Alternative investments

Brokerage

Sustainable investing

Custody services

Personal banking

Business banking

Digital capabilities

Real estate lending

Securities-based lending

Specialty asset management

Tell Us More About You

Your Recent History

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck