Ethan Morgan manages a team of professionals that offers customized guidance on growing and preserving wealth to individuals and families in Orange County and throughout Southern California.
Prior to joining J.P. Morgan, Ethan spent 10 years as a Team Lead at Wells Fargo Private Bank. From 2001 to 2002, he helped open Citigroup’s Private Bank offices in Orange County. Ethan previously worked with a boutique financial planning firm before he and a business partner founded an Orange County–based financial firm.
Ethan serves on the Governing Boards of Segerstrom Center for the Arts and the United Way of Orange County. Additionally, he chairs JPMorgan Chase Foundation’s Southern California Philanthropic Leadership Council, which supports the firm’s community involvement efforts in Orange County, San Diego and the Inland Empire. He has also been involved with the Bishop’s Cabinet for the new Christ Cathedral, the Orange County Community Foundation, and held early positions for many years on Pretend City Children’s Museum’s board of directors, Casa Teresa and Serra Catholic School’s Campaign Cabinet, all of which he continues to support.
Ethan is a Certified Financial Planner®, a Certified Investment Management Analyst, and a Certified Investment Management Consultant®. He earned his B.A. in Economics and Physics from Claremont McKenna College.
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