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Biography
Jeremy Geller is a Managing Director and Co-Head of New York at J.P. Morgan Private Bank. Jeremy leads growth and expansion efforts for the Private Bank. In this role, he is focused on expanding the Private Bank footprint to more communities across the United States and driving strategies designed to support the unique needs and long-term goals of families. Jeremy also continues to maintain a key leadership role advising families in New York and California.
Prior to his current role, Jeremy was Head of the Financial Institutions Group at J.P. Morgan Private Bank, a team he helped found in 2003. In this role, he led a team of professionals who advise Wall Street’s foremost leaders, hedge fund founders, asset managers and entrepreneurs on all aspects of their personal balance sheets. Before returning to New York in 2015, Jeremy was the Head of the Private Bank in Northern California, where he led a team of bankers in San Francisco and Silicon Valley. In this role, he significantly expanded the Private Bank’s presence and helped establish J.P. Morgan as a leading financial services provider to entrepreneurs, venture capitalists and CEOs. Previously, Jeremy worked for the Chief Executive Officer of the U.S. Private Bank, focusing on corporate strategy and business development. He joined the firm in 2001.
Jeremy earned a B.S. from Cornell University and holds the Series 7, 9, 10 and 63 securities licenses.
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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.
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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
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