J.P. Morgan named ‘Best Private Bank’ in world and U.S., earning over 200 awards in Euromoney survey
Prestigious annual survey recognizes J.P. Morgan Private Bank’s service to clients by voting us as the best globally and awarding us more top honors than any other firm.
Awards or rankings are not indicative of future success or results. For third-party award selection criteria and other important information, visit here.
Learn MoreAn extensive array of capabilities to meet your goals
Planning
Our specialists in tax, business strategy, estate planning and giving offer a tailored approach to your goals.
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Investing
We provide best-in-class advice and service, delivered by a global team of seasoned investment professionals.
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Lending
Credit can play a key role in your wealth plan. Access an array of solutions fit for your needs and portfolio.
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Banking
Complex finances demand more from a banking relationship. Get the flexibility to confidently meet your needs.
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Our Houston team is here and committed to your success
We do much more than manage wealth; we aim to add value to your life. Our specialists are here to open doors, explore new opportunities and help you to experience the full possibilities your wealth creates. We're always finding ways to shape an elevated private banking experience around you.
We bring you a team of specialists in Houston carefully curated to match your goals.
Local Interest
Tiffany Roland honored by Houston Business Journal
Tiffany Roland was recently named to the Houston Business Journal’s list of “Women Who Mean Business.” From working at a J.P. Morgan call center at 18 years old to now being a leader at the Private Bank, Tiffany has learned the business, on the job, from the ground up. Twenty-four years later, she now serves as a mentor for several firmwide committees—including the Black Leadership Forum, the Fellowship Initiative and the CEO’s Advisory Council. Learn more about Tiffany here.
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Kristen Habich Honored by Houston Business Journal
Houston Market Manager Kristen Habich was recently named to the Houston Business Journal's 2021 Women Who Mean Business list. Since taking on her current role in 2017, Kristen has led the local Private Bank business’s growth by more than 20%.
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Dave Frame featured in Business Insider
Our CEO shares where and why the firm is expanding. Learn more about our growth plans all across the country, with a focus on California, Florida and Texas.
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Kristen Habich featured in the Houston Business Journal.
Despite the turmoil of last year, Houston Market Manager Kristen Habich explains to the Houston Business Journal that we are optimistic about 2021. Kristen dives into trends the Private Bank is following in the New Year, and how we are driving portfolio growth for clients.
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