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  • The Private Bank’s mission is to build, preserve & transform our client’s wealth.

  • We work with a variety of clients to help them achieve their unique ambitions.

  • Our world-class economists, strategists, and investment specialists share their timely ideas and perspectives.

  • We have worked with clients for more than 200 years to help them achieve their unique ambitions.

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What We Do
Who We Serve
Insights & Advice
About Us

Jacksonville FLORIDA

(904) 513-5618 Contact Number

820 Highway A1A North Suite E-5

Ponte Vedra Beach, FL 32082

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Meet your team in Jacksonville

Here in Northeast Florida, we do much more than manage wealth—we aim to add real value to your life, helping you explore opportunities and reach your goals.
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Matthew Marcin, CFA®

Team Lead

Mark Malone

Managing Director, Market Manager

Alyssa Zebrowsky

Managing Director, Wealth Advisor

Marc Seaverson, CPWA®

Executive Director, Senior Wealth Strategist and Southeast Regional Lead

Lauren Dumas

Executive Director, Lending Specialist

Christopher Brandriff

Managing Director, Region Head of Southeast Private Bank

Josh Navarro

Managing Director, Regional Head of Investments and Advice

Simon Levine

Managing Director, CEO Of Southeast Region

We’re committed to your success in Florida

Let us help you dream bigger, finding strategies to support the life you aspire to.
Connect with our team
Whether you’re focused on building, preserving or transferring wealth, our Northeast Florida team is here to see that you achieve all you envision. Let’s work together to meet your goals as part of a uniquely elevated banking experience shaped around you. We’re ready to help you dream bigger.
 
 
 
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Planning and advice that grow with you

Taking a holistic view of your lifestyle and goals for your wealth, a handpicked team of specialists from across the firm will partner with you to build a comprehensive plan shaped around your unique needs. With a 200-year legacy of serving some of the world’s most prominent individuals and families, we can tailor strategies informed by data-driven research and a deep understanding of your world.
Wealth planning & advice
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Lending strategies shaped around you

Realize your biggest ambitions with our powerful and flexible lending strategies. Whether you’re planning an acquisition, expanding real estate holdings or simply looking to access capital without disrupting your portfolio, we can help you structure credit in a way that supports your vision.
Explore lending services
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Investing in your future

At the Private Bank, we help you craft portfolios around what matters most to you. Working closely with you to develop strategies that align with your goals, our approach is built on deep research, access to exclusive opportunities and a clear understanding of your vision. Our experienced specialists can help you invest with purpose and confidence.
Investing with J.P. Morgan
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Private banking that’s powerful—and personal

Our private banking clients enjoy unmatched access to our firm’s powerful global resources, as well personalized guidance to help navigate them. For the past seven years in a row, Global Finance Magazine has named us “Best Private Bank in the World” in recognition of our unique dedication to excellence on behalf of every client*.
Explore our offerings
*Global Finance Magazine, 2026. Awards or rankings are not indicative of future results.
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Let’s build something lasting—connect with our Private Bank team in Jacksonville today.
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*Awards or rankings are not indicative of future success or results. Click here to learn more about third-party award selection criteria and other important information.