Salt Lake City, UT
201 S Main Street, 3rd Floor
Salt Lake City, UT 84111
Office Phone(801) 715-7310Opens in a new window
Our Office
What impact would you like to make? At J.P. Morgan Private Bank, we'll start there. In Salt Lake City, we can help families like yours identify, manage and meet their financial goals. 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
Our Leadership
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.
- 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
- 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
- Philanthropy
- When you’re ready to establish your philanthropic plan, we can help you identify the approach and structure that’s right for you.
- 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.
- 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.
- 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.
- 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
- Trust services
- A reliable, experienced trustee is crucial to ensuring your wishes are carried out. In us, you'll find the fiduciary and asset manager you're looking for.
- Trusts & Estates
- Delaware trust administration
- Our Delaware trust administration team is powered by 50 on-the-ground specialists who understand every nuance of local trust law. And can deliver every advantage of one of the world’s most favorable and flexible trust jurisdictions.
- Trusts & Estates
- Estate services
- Picking the right executor—and the right team of supporting professionals—can make a meaningful difference in how easily and efficiently your loved ones will receive their inheritance. And how well your plans are carried out.
Local Interest
BYU Alumna Spotlight, Rachelle Morris
After working in Texas for a decade, BYU Information Systems alumna Rachelle Morris has come back to Utah as a Vice President, Client Advisor for the newest J.P. Morgan office.
Read More
Hello, Sundance. Hello, Salt Lake City. We’re thrilled to continue our commitment to the country’s largest film festival, and to now be able to call this city our home.
Hi, I’m Rachelle Morris, a client advisor with J.P. Morgan Private Bank, and we’re very excited to have opened an office right in Salt Lake City. Today I happen to be in Park City, as visitors from all around the world arrive to Sundance, the largest independent film festival in the United States. J.P. Morgan has a deep commitment to this amazing event. Of course we love the movies, the dining and the skiing, but we also look forward to connecting here with our clients and their families to discuss with them the topics that matter to them most.
Earlier this week, I was fortunate to attend an event with hundreds of women honoring female filmmakers. These inspiring women are dedicated to creating social change and are making a real impact. This is just one of the many reasons why I’m excited that we can now call Salt Lake City home.
Text on screen:
The views expressed herein are those of Rachelle Morris at the Sundance Film Festival held on January 31, 2019. These views are as of this date and may differ from those of other J.P. Morgan employees and affiliates. The views are also subject to change and there is no guarantee that they will materialize.
On screen:
Close-up of Rachelle Morris, a blonde woman in a heavy jacket, standing on a Park City main street, outside the Sundance Film Festival.
Rachelle:
Hi, I’m Rachelle Morris, a client advisor with J.P. Morgan Private Bank, and we’re very excited to have opened an office in Salt Lake City. Today I happen to be at Park City, as visitors from around the world arrive to Sundance, the largest independent film festival in the United States.
On screen:
A banner reading, “Sundance Film Festival 2019. January 24th through February 3rd.” Then, the historic Egyptian Theater, decorated with art deco obelisks. Next, a sign reading, "Sapphire. Sundance Film Festival 2019. #Chase Sapphire." Then, a close-up of Rachelle.
Rachelle:
J.P. Morgan has a deep commitment to this amazing event. Of course, we love the movies, the dining and the skiing, but we also look forward to connecting here with our clients and their families to discuss with them the topics that matter to them most. Earlier this week, I was fortunate to attend an event with hundreds of women honoring female filmmakers. These inspiring women are dedicated to creating social change and are making a real impact. This is just one of many reasons why I’m excited that we can now call Salt Lake City home.
Logo on screen:
J.P. Morgan.
Note:
Legal disclosures appear.
Text on screen:
"J.P. Morgan Private Bank" is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.
INVESTMENT PRODUCTS:
NOT FDIC INSURED
NO BANK GUARANTEE
MAY LOSE VALUE
© 2019 JPMorgan Chase & Co. All rights reserved.
END
J.P. Morgan has been front and center to see the amazing growth of the Silicon Slopes. And now we’re proud to be able to call Salt Lake City and Utah our home.
Hi, I’m Eric Smith and I’m proud to be leading J.P. Morgan’s new Private Bank office here in Salt Lake City. Today, we’re at the Silicon Slopes Technology Summit here in downtown Salt Lake. The tech sector is booming across the country. But in particular, here in Utah. Which is why Utah has earned the reputation as one of the most entrepreneurial places in the country. When I attended this conference back for the first time in 2017, there were only a few thousand people in attendance. Today, this conference welcomes over 20,000 people. We couldn’t be more proud to call Silicon Slopes our new home, and we welcome the opportunity to connect with you.
Text on screen:
The views expressed herein are those of Eric Smith at the Silicon Slopes Tech Summit held on January 31, 2019. These views are as of this date and may differ from those of other J.P. Morgan employees and affiliates. The views are also subject to change and there is no guarantee that they will materialize.
On screen:
Close-up of Eric Smith, a man with short brown hair and a blue blazer, standing in a large convention hall.
Eric:
Hi, I’m Eric Smith and I’m proud to be leading J.P. Morgan’s new Private Bank office here in Salt Lake City. Today we’re at the Silicon Slopes Technology Summit here in downtown Salt Lake. The tech sector is booming across the country. But, in particular, here in Utah. Which is why Utah has earned the reputation as one of the most entrepreneurial places in the country. When I attended this conference back for the first time in 2017, there were only a few thousand people in attendance. Today this conference welcomes over 20,000 people. We couldn’t be more proud to call Silicon Slopes our new home, and we welcome the opportunity to connect with you.
Logo on screen:
J.P. Morgan.
Note:
Legal disclosures appear.
Text on screen:
"J.P. Morgan Private Bank" is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.
INVESTMENT PRODUCTS:
NOT FDIC INSURED
NO BANK GUARANTEE
MAY LOSE VALUE
© 2019 JPMorgan Chase & Co. All rights reserved.
END
Get in touch
Learn more about becoming a J.P. Morgan Private Bank client.
Please tell us about yourself, and our team will contact you.
*Required Fields
LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Not a commitment to lend. All extensions of credit are subject to credit approval.