Executive Director Banker
Eric Smith is an Executive Director and Banker at J.P. Morgan’s Private Bank office in Salt Lake City, advising successful individuals, families, and family offices throughout Utah and Idaho.
Eric partners with his clients to identify and articulate their unique personal and financial goals, for which he then develops tailored solutions that mirror their intent. Eric brings his clients the Private Bank’s full range of concierge banking, lending, investing and estate services, accessing specialists throughout the firm to deliver the best of what J.P. Morgan has to offer. Atrusted guide and advocate to his clients, Eric is always reachable, and service is his top priority.
Eric was first drawn to J.P. Morgan in 2010, attracted by the firm’s collegial culture and deep bench of talent and resources, and he has remained with the Private Bank ever since. He began his career as an Analyst in the firm’s Denver office, and most recently he was instrumental in establishing the Salt Lake City office.
Eric graduated with a B.S. in Management from Brigham Young University’s Marriott School of Management. He is a CERTIFIED FINANCIAL PLANNERTM and holds Series 7 and Series 63 licenses from FINRA. Eric sits on the advisory board of BioUtah, a nonprofit trade organization supporting the state’s healthcare industry and is also on the board of the Natural History Museum of Utah. A Colorado native, Eric now loves skiing on the Utah side of the Rockies. He also enjoys volunteering through his church, and spending quality time with his wife and three children.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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