Our Dallas, TX Office | J.P. Morgan Private Bank U.S.

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Dallas, TX

Put the power of the World’s Best Private Bank* to work for you.

Whether you're focused on building, preserving or transferring your wealth, our team in Dallas is here to help you achieve all you envision. The specialists in our downtown Dallas office work to meet your goals with an elevated private banking experience shaped around you. It's one way we're raising the standard in private banking.

*Awards or rankings are not indicative of future success or results. For third-party award selection criteria and other important information, learn more

Our Dallas team is here and committed to your success

We do much more than manage wealth; we aim to add value to your life. Our specialists are here to open doors, explore new opportunities and help you to experience the full possibilities your wealth creates. We're always finding ways to shape an elevated private banking experience around you.

Andrew Brock

Managing Director, Head of the South Region

Austin, TX

Ashley Herbst

Managing Director, Market Manager

Dallas, TX

John Killen

Vice President, Head of Investments & Advice

Dallas, TX

Grafton Ifill

Executive Director, Market Team Lead

Dallas, TX

Jake Masso

Executive Director, Market Team Lead

Dallas, TX

Clinton Warren

Managing Director, South Region Head of Investments & Advice

Dallas, TX

Elaine Agather

Managing Director, CEO of the Central Region

Dallas, TX

An extensive array of capabilities to meet your goals

We bring you a team of specialists in Dallas carefully curated to match your goals.

Euromoney names J.P. Morgan “World’s Best Private Bank”

For the third year in a row, J.P. Morgan received this accolade that reflects the bank’s unwavering commitment to delivering exceptional client service.

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Clinton Warren featured in Texas Monthly

Financial specialist Clinton Warren discusses the opportunities and challenges of Dallas's thriving banking sector.

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Clinton Warren Featured in the Dallas Business Journal

Speaking with the Dallas Business Journal recently, Clinton Warren expressed confidence in the market going forward. He noted that the Private Bank’s Mid-Year Outlook forecasts a long-term period of sustained growth after a brief recession later this year, and he highlighted the report’s five investment ideas particularly relevant to local investors.

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Clinton Warren Featured in DCEO Magazine

Clinton Warren, Head of Investments in Dallas and Co-Head of Diverse Wealth Initiatives, discusses our commitment to building generational wealth for Black Americans.

Grafton Ifill Discusses 2022 Financial Checkups

Recently featured in D CEO Magazine, Grafton Ifill discusses key tips to make your financial check-up as efficient and effective as possible.

Kelly Perez and Greg Scheer featured in Trusts & Estates magazine

Kelly Perez and Greg Scheer consider how attorneys and corporate trustees can work together to ensure the boilerplate language in a trust is realistic, acceptable and actionable.

Texas Wall Street Women continues community through pandemic

As city head for the Dallas chapter of Texas Wall Street Women, Phoebe Park of our Dallas Private Bank is committed to supporting women at every stage of their career. She shared with Dallas Business Journal how the organization and its members have maintained connections and fostered collaboration over the past year.

Fresh thinking that could impact your financial life

Wondering how important news and trends could impact your financial life? J.P. Morgan Private Bank's thought leaders share their insights on what's trending and what it could mean to you and your world.

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