Executive Director Wealth Advisor
Yannick Stehr has provided wealth management services for high-net-worth individuals for 15 years, including specialized asset and estate planning advice, particularly for foundations.
Before joining J.P. Morgan Private Bank, Yannick worked as a specialized tax lawyer and as a certified tax advisor in a Munich-based tax boutique for nine years. Prior to that, he was part of the international corporate tax team at a top-four global audit firm and also at a leading global law firm.
Yannick graduated from LMU Munich and the University of Passau, and is a member of the International Fiscal Association.
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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
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