Executive Director Head of Investments
Jason Mueller is Head of Investments for the Midwest Market of J.P. Morgan Private Bank. In his current role, he oversees a team of 15 investment specialists who advise 500 families across the Midwest on the more than $56.1 billion of assets held at J.P. Morgan, of which more than $19.3 billion represents assets under discretionary management. In addition to his management responsibilities, Jason directly advises 30 families on the development and implementation of investment strategies across public and private markets.
Jason joined J.P. Morgan in 2007 as an Analyst in the Corporate & Investment Bank’s Asset-Backed Securities (ABS) Conduit Group. In July 2008, he joined the Private Bank as a Business Analyst and spent the first six months in his role navigating the complexities of client exposures to Lehman Brothers, AIG and other distressed securities during the financial crisis. Jason joined the Midwest Team’s investments practice as an Investment Specialist in July 2011, and he has been advising business owners, executives and their families since that time. He brings extensive experience on investments in combination with strategic wealth transfer strategies, structuring and planning for liquidity events.
Jason graduated with honors from the University of Chicago Booth School of Business, where he completed an M.B.A. in Accounting, Economics, Finance, and Strategic Management. He holds a B.S. in Finance from the University of Illinois at Urbana-Champaign as well as Series 7 and Series 63 licenses. Personally, Jason is an avid endurance athlete; he completed the 2015 Transamerica Chicago Triathlon, the 2012 Bank of America Chicago Marathon, and has completed a number of other half-marathon and distance relay races over the years. He competed on behalf of JPMorgan Chase in the 2014 Chase Corporate Challenge Championship Race held in London after qualifying regionally in Chicago.
Jason serves as Chairman of the Auxiliary Board for Teach for America’s Chicago/Northwest Indiana chapter.
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。