Executive Director Banker
Jeff Bailey is an Executive Director and Banker at J.P. Morgan Private Bank in San Antonio, helping families, business owners and foundations in Central and South Texas potentially reach their financial goals in a variety of ways.
Jeff is committed to serving clients and is focused on their needs. Whether it’s managing clients’ wealth, protecting their family legacy, or working with them to prepare for a sale of their business, Jeff takes an individualized approach to his work. He believes the key to helping clients succeed is to understand their interests and what is most important to them. After that, planning for their longer-term goals is a rewarding collaboration.
One reason Jeff is able to relate well with business owners and entrepreneurs is because he was once in their shoes, having built a start-up business from scratch. Identifying with clients and helping them make connections with their peers are important aspects he brings to the table, which he finds fulfilling. Jeff is most proud of being able to connect his former life to his current career and to build trusting, durable relationships.
Jeff started his career with JPMorgan Chase & Co. in 2001 as a Credit Analyst, serving businesses across South Texas. He returned to the firm in 2013 after managing his start-up enterprise and advising clients as a Relationship Manager for Matterhorn Capital Management. He has a B.S. in Agriculture Systems Management from Texas A&M University and holds FINRA Series 7 and 63 licenses.
Like most of his clients, Jeff loves the outdoors and spending time with family at the ranch in the Texas Hill Country where he enjoys hunting, fishing and kayaking. Jeff is motivated to serve his community, where he’s involved with the Christian student organization, Young Life, and coaches his children in youth sports. Jeff serves on the boards of Goodwill of San Antonio and the Association of Former Yell Leaders at Texas A&M University. Jeff, his wife and their two children call San Antonio home.
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