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Gil Lipaz
Investment Product Specialist U.S. Private Bank
Biography
Gil Lipaz, Vice President, brings over 20 years of life insurance experience to J.P. Morgan’s Private Bank. Gil serves the West Region’s bankers and investors, helping provide their clients with holistic and objective guidance in understanding their life insurance needs. Gil prides himself on bringing his experience working with advisors and their high-net-worth clients to the Private Bank.
Prior to joining J.P. Morgan, Gil worked as the senior Life Insurance Specialist with Crump Life Insurance Service’s Private Client Group in Los Angeles, where he provided consultative, personalized life insurance strategies to the high-net-worth and ultra-high-net-worth clients of Morgan Stanley PWM and Bank of America’s Private Bank.
Gil graduated from the University of California, Los Angeles (UCLA), with a Bachelor of Arts in Political Science-International Relations. In addition to his FINRA Series 7, 63 and life and health licenses, Gil has earned his certificate in Professional Fiduciary Management for Trustees from California State University Fullerton. Gil is also a veteran of the U.S. Air Force and California Air National Guard, is president of the Red Star Pilots Association and a member of the Tiger Squadron Formation Flying Team. Gil and his wife have two grown children and live in Los Angeles.
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To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
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. Insurance products 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 for key important J.P. Morgan Private Bank information in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Not a commitment to lend. All extensions of credit are subject to credit approval.
