Executive Director Head of Investments
Jeff Lewis is an Executive Director and Head of Investments for the Southeast Region of J.P. Morgan Private Bank. He is responsible for the construction and oversight of investment portfolios for Private Bank clients throughout the Southeast. Jeff and his team advise clients on all aspects of their wealth management strategy, including investments, credit, banking, and trust and estate services. Jeff also has responsibility for the business management aspects of the Southeast Investments Practice.
Jeff serves on the board of directors of The Giving Kitchen, a nonprofit organization that provides emergency assistance grants for Atlanta area restaurant workers facing unanticipated hardships.
Jeff earned a B.B.A. in Finance from The Goizueta Business School at Emory University. He holds the Series 7, 9, 10 and 63 licenses and is an employee of J.P. Morgan Securities LLC. Jeff began his career as an Analyst at the Private Bank and has been with J.P. Morgan since 2003.
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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
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.