As the Head of Florida for the Private Bank, Simon Levine is responsible for six offices including Miami, Naples, Palm Beach, Boca Raton, Tampa and Orlando. He leads a team of wealth management professionals that serves individuals, family offices, foundations and endowments. Previously, Simon held various leadership positions in the firm’s New York office. As Chief Compliance Officer, he sat on the Private Bank’s Operating Committee and managed a global compliance program and a team of more than 300 compliance professionals across the globe. He also served as Chief Operating Officer for the Private Bank’s investments practice.
Before joining the firm, he spent over five years in private legal practice, specializing in the financial services sector, advising broker-dealers, investment advisors, investment companies, banks and alternative investments.
Simon earned a B.S. from Connecticut College and a J.D. from the George Washington University School of Law.
Learn more about becoming a J.P. Morgan Private Bank client.Please tell us about yourself, and our team will contact you.
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.