Executive Director Banker
Joseph Terry has been in the financial services industry for 24 years, serving the Central Florida community since 1996. He is a Banker with J.P. Morgan Private Bank, with responsibilities for leading a team of professionals that assists ultra-high-net-worth families on overall wealth management needs, including investment management strategies, customized banking and lending strategies, trust and estate planning strategies and business succession strategies. Prior to his role at J.P. Morgan, Joseph held Senior Private Banker positions at Wells Fargo Private Bank and Bank of America. He started his career as a commercial banker working with business owners on banking and advisory solutions for middle market companies.
Joseph also serves as the Chairman of the Market Leadership Team for JPMorgan Chase & Co. in Central Florida. In this role, he is responsible for the integration of all lines of business for the firm to ensure effective communication from our global operating committee to the local JPMorgan Chase & Co. management team. He engages with community leaders to ensure that the firm is well represented in the Central Florida community through sponsorships and other important civic activities.
Joseph is a member of the board of trustees for United Arts of Central Florida and a member of the Florida Board of Managers for Nemours Children’s Hospital. Joseph has served with many other civic organizations such as City Year Orlando, Take Stock in Children, Community Coordinated Care for Children, and as past Chairman of Leadership Orlando Class 64.
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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.