San Diego, CA

7777 Girard Ave, Floor 02
La Jolla, CA 92037
(858) 812-6131 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.

We Recommend

Goals-Based Planning

I’m successful, but can’t talk to my children about money…

Conversations about money are often difficult, especially when you’re concerned about how your children will adapt to a sudden…

Nov 22, 2019

Little planet. Aerial view of Hong Kong Downtown. Financial district and business centers in smart city in Asia. Top view. Panorama of skyscraper and high-rise buildings.

Investment Strategy

It’s hard to find a bargain these days

Assets seem expensive, but that doesn’t mean they aren’t worth buying.

Jacob Manoukian

Jan 17, 2020

Lifestyle

NextList2020

A lens on the new and undiscovered in 2020

Dec 03, 2019

more insights

Our Leadership

David Regan

Managing Director, Regional Head of Investments

Ethan Morgan

Managing Director, Market Manager

Orange County

Jamie Salter

Managing Director, Head of Investments

Orange County

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.

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.

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.

Trusts & Estates

Specialty asset management

Our specialty asset teams help manage the day-to-day operations and preserve the long-term value of non-financial assets in your trust or estate, such as real property, private businesses and mineral interests.

Congratulations, Bambos, on being recognized as one of the 40 Next Top Business Leaders Under Forty in 2019

Energy, intelligence and a natural ability to lead—these are just some of the key characteristics that have led Bambos Charalambous, Head of the San Diego Office, to be named by the San Diego Business Journal as one of the 40 Next Top Business Leaders Under Forty in 2019.

Advancing Cities 2019 Challenge Winner - Advancing San Diego

J.P. Morgan Chase & Co.

Plaza de Panama in Balboa Park at night, San Diego.

J.P. Morgan Private Bank to Open San Diego Office

San Diego Business Journal

Learn more about becoming a J.P. Morgan Private Bank client.
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Utility Name

Goals Based Investing and Advice

Eye on the Market Outlook 2020

A bank for achievers

#NextList2020

San Diego, CA

Our Office

We Recommend

I’m successful, but can’t talk to my children about money…

It’s hard to find a bargain these days

NextList2020

Our Leadership

Olivier de Givenchy

David Regan

Bambos Charalambous

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

Local Interest

Congratulations, Bambos, on being recognized as one of the 40 Next Top Business Leaders Under Forty in 2019

Advancing Cities 2019 Challenge Winner - Advancing San Diego

J.P. Morgan Private Bank to Open San Diego Office

Tell Us More About You

Your Recent History

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck