Marc Seaverson, Executive Director, is a Wealth Strategist for J.P. Morgan Private Bank. He provides customized strategies on complex financial issues facing the Private Bank’s clients and their professional advisors in a manner that helps them gain confidence in achieving their long-term goals. Marc is experienced in advanced asset allocation, retirement planning, estate and philanthropic planning, pre-transaction business sales, and concentrated single-stock exposure.
Prior to joining J.P. Morgan, Marc worked at Bernstein Global Wealth Management as a Financial Advisor. Before joining J.P, Morgan, he led the strategic planning efforts in the southeast as a Wealth Management Specialist at Bernstein. He has also worked at State Street Bank.
Marc earned a B.B.A. in Finance from the University of North Dakota and an M.B.A. in International Business from Old Dominion University. He has studied in London, England, and Stockholm, Sweden. Marc holds the Series 7 and 63 securities licenses.
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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. 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.
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