Long Island, NY

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

Investment Strategy

Never tell me the odds

What exactly do we mean when we say “recession probabilities are elevated”?

Dec 06, 2019

Lifestyle

NextList 2020

A lens on the new and undiscovered in 2020

more insights

Our Leadership

Jennifer Marks

Executive Director, Market Team Lead

Long Island, NY

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.

Local Interest

Long Island Business News: Ones to Watch

Jennifer Marks, named Head of the firm's new Long Island Office earlier this year, was featured by Long Island Business News as "One to Watch" in the financial services industry.

LEARN MORE

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

Goals Based Investing and Advice

Your key deadlines in the countdown to year-end

A bank for achievers

Planning the future of your art collection is an art in itself

Long Island, NY

Our Office

We Recommend

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

Never tell me the odds

NextList 2020

Our Leadership

Kevin Sherman

Jennifer Marks

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

Long Island Business News: Ones to Watch

Tell Us More About You

Your Recent History

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck