Executive Director Head of Investments
Jeff Lewis is an Executive Director and Head of Investments for the Southeast Region of J.P. Morgan Private Bank. He is responsible for the construction and oversight of investment portfolios for Private Bank clients throughout the Southeast. Jeff and his team advise clients on all aspects of their wealth management strategy, including investments, credit, banking, and trust and estate services. Jeff also has responsibility for the business management aspects of the Southeast Investments Practice.
Jeff serves on the board of directors of The Giving Kitchen, a nonprofit organization that provides emergency assistance grants for Atlanta area restaurant workers facing unanticipated hardships.
Jeff earned a B.B.A. in Finance from The Goizueta Business School at Emory University. He holds the Series 7, 9, 10 and 63 licenses and is an employee of J.P. Morgan Securities LLC. Jeff began his career as an Analyst at the Private Bank and has been with J.P. Morgan since 2003.
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。