Jennifer Sherwood

Executive Director Team Lead

Biography

Jennifer Sherwood is an Executive Director and Team Lead at J.P. Morgan Private Bank. In her senior role, Jen manages a group of talented Bankers who offer personalized advice across the balance sheet for wealthy individuals, families, nonprofits and endowments in the Ohio area. A native of Cincinnati, she is a powerful advocate for clients, delivering the intellectual strength and global capabilities of one of the world’s premier financial institutions at a local level and in one place.

Jen believes in an advice-driven model that aligns with each individual’s specific goals and aspirations. She builds a culture of empowerment, collaboratively engaging with her team to ensure they have the coaching, tools and resources needed to position them for success. In her multi-faceted role, Jen continues to serve a select group of clients, orchestrating their needs for investing, trust and estate planning, lending, wealth structuring, business succession and more. Her strength can be found in her passion for delivering an excellent experience for clients and colleagues alike.

With more than three decades of private banking background, Jen is a veteran advisor skilled in anticipating the opportunities and challenges that lie at the intersection of a client’s personal and professional wealth management. She is empathetic and discreet, serving as a trusted confidante to people amid significant life events, helping them become more capable and informed stewards of their financial futures. Jen began her career in 1991 at several major banking institutions, including seven years at J.P. Morgan Private Bank. Before her return to the firm, she was a Senior Vice President and Institutional Client Advisor at Bank of America Private Bank.

Jen earned a B.S. from Northern Kentucky University. She has completed additional certification in Business Transition and Exit Planning.

Highly involved in organizations that support social services in the community, Jen serves on the Board of Trustees for Talbert House and is a member of its Fatherhood Committee. She also serves on the board of NewPath Child & Family Solutions.

Jen lives in Madeira, Ohio, with her husband and two daughters.

*Required Fields

Contact us to discuss how we can help you experience the full possibility of your wealth.

Please tell us about yourself, and our team will contact you.

First Name *

Enter your First Name

> or < are not allowed

Only 40 characters allowed

Last Name *

Enter your Last Name

> or < are not allowed

Only 40 characters allowed

Location *

Select your country of residence

Address *

Enter valid street address

> or < are not allowed

Only 150 characters allowed

City *

Enter your city

> or < are not allowed

Only 35 characters allowed

State *

Select your state

> or < are not allowed

ZIP *

Enter your ZIP code

Please Enter a valid Zip Code

> or < are not allowed

Only 10 characters allowed

Postal Code *

Enter your postal code

Please Enter a valid Zip Code

> or < are not allowed

Only 10 characters allowed

Phone Number *

Enter your phone number

Please enter a valid phone number

Email *

Enter your email address

Please enter a valid email address

> or < are not allowed

Only 50 characters allowed

Tell Us More About You

0/1000

Only 1000 characters allowed

> or < are not allowed

* Yes, I want to learn more about J.P. Morgan Private Bank. By submitting this form, I understand the data I provide will be used to process my enquiry and hereby accept and agree that any applicable confidentiality or secrecy requirements do not apply, and I consent to J.P. Morgan Private Bank for sending me ideas and insights via email or phone in accordance with J.P. Morgan's privacy policy.

Checkbox is not selected

First Name *

Enter your First Name

> or < are not allowed

Only 50 characters allowed

Last Name *

Enter your Last Name

> or < are not allowed

Only 50 characters allowed

Country *

Select your country of residence

Phone Number *

Enter your phone number

Please enter a valid phone number

Address *

Enter valid street address

> or < are not allowed

Only 255 characters allowed

ZIP *

Enter your ZIP code

Please enter a valid zipcode

> or < are not allowed

Only 10 characters allowed

Postal Code *

Enter your postal code

Please enter a valid zipcode

> or < are not allowed

Only 10 characters allowed

Email *

Enter your email address

Please enter a valid email address

> or < are not allowed

Only 50 characters allowed

By continuing, I understand that the data I provide will be used to process my enquiry. I accept and agree that any applicable confidentiality or secrecy requirements do not apply, in accordance with J.P. Morgan's privacy policy.

Checkbox is not selected

LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck

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 J.P. Morgan Private Bank regional affiliates and other important 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.