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Morgan Truscott

Executive Director Head of Investments

Minneapolis-St.Paul, MN

Biography

Morgan Truscott is the Head of Investments for J.P. Morgan Private Bank in Minnesota. In this role, he is responsible for managing a team that oversees over $1 billion of client assets. Morgan helps clients navigate the challenges of sustaining wealth and develops innovative plans that draw from the extensive global resources across JPMorgan Chase & Co.

Morgan joined J.P. Morgan in 2007. Prior to moving to Minnesota in 2013, he advised clients on investment matters while working at J.P. Morgan in Detroit and Chicago. Throughout his career, he has focused on advising corporate executives, financial markets professionals and clients with closely held business interests.

Morgan holds a Bachelor of Arts in Finance from Michigan State University’s Eli Broad College of Business.

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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. 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

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Morgan Truscott

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