Executive Director Team Lead – Grand Rapids Office
Erik Merchant is an Executive Director for Michigan with the J.P. Morgan Private Bank. He has ten years of experience in meeting clients’ wealth management needs, which includes investment management, estate planning, and banking solutions. He joined J.P. Morgan Chase in 2010 as a Small Business Specialist and served local South Eastern Michigan clients with their business banking needs. In 2011 Erik joined the J.P. Morgan Private Michigan Team and has worked as Client Service Associate, Banking Analyst and Investment Analyst.
Erik received his Masters of Business Administration degree from the University of Michigan with a concentration in Finance as well as a Bachelor of Business Administration degree with a major in Finance from Grand Valley State University. Erik is a member of the Reception Committee for the Detroit Economic Club and a part of the Board of Commissioners for Greening of Detroit.
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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. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • 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.