Executive Director Banker
Josh Morgan is an Executive Director and Banker with J.P. Morgan Private Bank in the East Bay. He and his team provide clients with insights and advice to help them achieve their financial goals. Taking a full view of a client’s short and long term financial objectives, the team offers tailored strategies across various investment management opportunities, lending, banking, trust and legacy planning.
Josh joined J.P. Morgan Private Bank in 2018. Before joining, he spent seven years with HSBC Private Bank where he focused on corporate executives and business owners, and was with Deutsche Bank Private Bank for the eight years prior. He earned his Bachelor of Science in Finance, Insurance and Risk Management from the University of Minnesota Carlson School of Management.
Josh is originally from the Midwest but now lives in the East Bay. He likes to spend his free time traveling with his family, exploring the Northern California and Oregon wine culture, engaging in local arts and charitable organizations, and working in the gardens around his home.
Contact us to discuss how we can help you experience the full possibility of your wealth.
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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.