Managing Director Head of Investments
Jennifer Green, Managing Director, is the Head of Investments for J.P. Morgan Private Bank in Wisconsin. In her role, she is responsible for the investment business and a team of investment specialists. Jennifer also works directly with clients to help them meet their financial goals by providing them with market insight, research and customized investment strategies across asset classes. She works alongside a team in banking, lending, estate planning, philanthropy and trust management to create tailored financial strategies for individuals, family offices and private foundations.
Jennifer brings over 30 years of financial industry experience to her role, and has been with the firm since 1994. She is passionate about recruiting and mentoring, and is a proud ambassador for J.P. Morgan. In the community, Jennifer volunteers and serves on the board of directors of Junior Achievement of Wisconsin, and is a member of the Finance and Investment Committee of Brookfield Academy.
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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.