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Eric Zellweger

Managing Director Head of Investments

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Eric Zellweger, Managing Director, is the Head of the Investments for the Rockies Region at J.P. Morgan Private Bank. In this capacity, he is responsible for the investment business and the team of investment specialists that works with the firm’s clients. Eric also works directly with clients to help them meet their complex financial goals by providing wealth management advice and strategies.

Eric joined J.P. Morgan in New York in 1998. In 1999, he joined the Private Bank in Dallas, Texas, and in early 2001, he helped to open the J.P. Morgan Private Bank office in Denver, Colorado. Eric previously served on the J.P. Morgan Private Bank Advisory Committee, and he was the first Analyst Resource Manager for the Private Bank team in the Rockies. In this capacity, he was responsible for managing the team’s pool of analysts.

Eric serves as Co-Head of the M.B.A. Recruiting Team for the University of North Carolina at Chapel Hill. He is the Chairman of the Archdiocesan Finance Council for the Catholic Church of Northern Colorado.

Eric received a B.S. in Business Administration from the University of North Carolina at Chapel Hill. He is a CFA® charterholder.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.

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

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Eric Zellweger

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