Executive Director Banker
Eric Smith, Executive Director, is Co-Head and Banker at J.P. Morgan Private Bank in Utah. In this role, he is responsible for developing and managing relationships, and helps oversee a team of local professionals who provide wealth management advice, strategies and services to successful individuals, family offices, foundations and endowments throughout Utah. Eric and his team provide strategies and solutions to meet the complex needs for all areas of a client’s wealth, including pre- and post-transaction planning, investment management, banking, lending and philanthropy.
Eric graduated with a B.S. in Management with an emphasis in Finance from Brigham Young University’s Marriott School of Management. He is a CFP® professional, having received this designation in 2015. He holds the Series 7 and 63 securities licenses.
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.