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Biography
Stephen Price is a Vice President and Banker in the Charlotte office of J.P. Morgan Private Bank. In this role, he advises clients across a wide range of topics, including investments, credit, banking, fiduciary and estate planning, with the goal of helping them increase and sustain their wealth over time. Drawing from J.P. Morgan’s global resources, Stephen advises a small number of families and nonprofit organizations concentrated in the Carolinas.
Prior to joining J.P. Morgan in 2012, Stephen served seven years of active duty in the United States Marine Corps as an infantry officer. He led platoon- and company-sized units in both the United States and overseas locations, including three deployments in support of Operation Iraqi Freedom. In these roles, he was responsible for the tactical employment as well as the operational, logistical, administrative and medical readiness of the units he led.
Stephen earned a B.S. in Ocean Engineering from the United States Naval Academy and an M.B.A. in Finance from the University of Georgia’s Terry College of Business. He currently serves on the Terry M.B.A. Curriculum Advisory Committee. He holds the FINRA 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. Insurance products 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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