Executive Director Head of Investments & Advice
Morgan Truscott is an Executive Director and Head of Investments & Advice for J.P. Morgan Private Bank in Minnesota. In this role, Morgan works with individuals and families to develop and deliver customized investment strategies. Morgan and his team take a comprehensive approach with a long-term perspective to help clients navigate the challenges of sustaining wealth and develops innovative plans that draw from the extensive global resources across JPMorgan Chase & Co.
Morgan joined the J.P. Morgan Private Bank office in Minneapolis in 2013 as an investment specialist and has been responsible for leading the investment business since 2016. Prior to moving to Minnesota, Morgan was an investment specialist in J.P. Morgan Private Bank’s Chicago and Detroit offices. Throughout his career, he has focused on advising clients with closely held business interests, executives, and financial markets professionals.
Morgan serves on the Board of Directors for Goodwill-Easter Seals Minnesota, a nonprofit whose mission is to eliminate barriers to work and independence. He earned his Bachelor of Arts in Finance from Michigan State University’s Eli Broad College of Business. Morgan lives in the Twin Cities with his wife.
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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.
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.