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David Regan
Managing Director Regional Head of Investments
Biography
David Regan has been with J.P. Morgan for 18 years. He is a Managing Director and the Investments Practice Leader for the Private Bank in the Western United States. David joined J.P. Morgan in 1999. He has worked in Philadelphia, New York, London, Denver and Los Angeles in various roles, including the firm’s Strategy and Solutions team specializing in manager selection.
David is responsible for developing and managing relationships with clients, focusing on addressing their investment needs. In his various roles, he has worked with clients in the United States, Latin America, Europe, the Middle East and Asia. David works with a team of specialists to advise clients on the full spectrum of their wealth management needs, drawing from J.P. Morgan’s global resources. The team’s overall mission is to provide clients with a coordinated approach to meeting complex financial goals and objectives.
David is a graduate of Harvard University, graduating with honors in History and Economics.
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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.
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