Utility Name

Jeffrey Kaveney

Global Head of Banking & Custody

Biography

Jeff Kaveney is the Global Head of Banking & Custody for J.P. Morgan’s Wealth Management division. His mission is to assist individuals and families throughout the process of managing complicated banking and custody scenarios. Core to Jeff’s beliefs is alignment with the J.P. Morgan principles of transparency, elevated performance and high-touch client service.

Jeff strives to ensure clients take full advantage of their banking relationships with J.P. Morgan through safekeeping of assets, strategic cash management, and proper reporting and account structure built to achieve excellence.

Spending his entire career with J.P. Morgan, Jeff has held several positions across the Private Bank. Prior to his current role, Jeff served as the Global Business Manager for the Investments Practice, where he delivered operations, sales and client relationship expertise to the practice. Prior, he was a member of the Trusts & Estates Team, and led the New York Portfolio Management Group. He began his career as a member of the Corporate & Investment Bank’s Finance & Business Management Team.

Jeff graduated from Syracuse University with degrees in Finance and Accounting. He lives in New York City and is an avid skier, runner and triathlete.

Read insights from Jeffrey

Goals-Based Planning

Why do you give up liquidity when you don’t have to?

Why it’s important to organise and structure your cash efficiently as part of your overall wealth management plans.

Jeffrey Kaveney

Dec 18, 2019

Learn more about becoming a J.P. Morgan Private Bank client.
Please tell us about yourself, and our team will contact you.

*Required Fields

Form Contains Errors

First Name *

Enter your First Name

> or < are not allowed

Only 50 characters allowed

Last Name *

Enter your Last Name

> or < are not allowed

Only 50 characters allowed

Address Line 1 *

Enter valid street address

> or < are not allowed

Only 75 characters allowed

Address Line 2

> or < are not allowed

Only 75 characters allowed

Country *

Select your country of residence

Email *

Enter your email address

Please enter a valid email address

> or < are not allowed

Only 50 characters allowed

City *

Enter your city

Please enter a valid city name

> or < are not allowed

Only 50 characters allowed

State *

Select your state

> or < are not allowed

ZIP *

Enter your ZIP code

Please enter a valid zipcode

> or < are not allowed

Only 10 characters allowed

Postal Code *

Enter your postal code

Please enter a valid zipcode

> or < are not allowed

Only 10 characters allowed

Country Code *

Enter your country code

Country Code

Enter your country code

> or < are not allowed

Phone Number *

Enter your phone number

Phone number must consist of 10 numbers

Please enter a valid phone number

> or < are not allowed

Only 15 characters allowed

Phone Number *

Enter your phone number

Please enter a valid phone number

> or < are not allowed

Only 15 characters allowed

Tell Us More About You

1000 Characters Maximum

Only 1000 characters allowed

Yes, I want to learn more about J.P. Morgan Private Bank. By submitting this form, I understand the data I provide will be used to process my enquiry, in accordance with J.P. Morgan's privacy policy.

Checkbox is not selected

Your Recent History

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck

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

Equal Housing Lender Icon 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.

Utility Name

Goals Based Investing and Advice

The U.S. Elections: Your Guide

What is a “private bank”—really?

#SRL2020

Jeffrey Kaveney

Biography

Read insights from Jeffrey

Why do you give up liquidity when you don’t have to?

Tell Us More About You

Your Recent History

LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck