Westlake Village, CA

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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.

We Recommend

Trusts & Estates

Children and trusts: Bridging the generational gap

To transfer wealth in the most protective and tax-efficient way possible, consider using a trust.

Mar 17, 2021

Investment Strategy

COVID-19 recovery: 5 indicators show strong economic and…

Since November’s vaccine breakthrough, the economic healing process is well underway. Here’s what we’re seeing.

Apr 09, 2021

more insights

Our Leadership

David Regan

Managing Director, Regional Head of Investments

Jessica Bulen

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

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

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

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

Family wealth management

We provide personalized wealth advice, planning and management for families with complex financial 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

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

Digital capabilities

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

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.