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Joseph Cermola, CFA®

Managing Director,

Team Lead

Joe is a Managing Director and Team Lead in the Private Bank’s Financial Sponsors Group in New York. He is responsible for advising senior partners of private equity and financial services firms, their families, and strategic clients of JPMorgan. As a trusted advisor, Joe leverages deep expertise across a range of areas – banking, investments, trust & estate planning, lending, and philanthropy – to deliver strategic and highly tailored advice and solutions to help clients achieve their long-term goals and objectives.

Joe joined the Private Bank in 2009 after two years in JPMorgan’s Corporate Analyst Development Program. He graduated from Rensselaer Polytechnic Institute in Troy, NY and lives in Connecticut with his wife and two children.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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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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Not a commitment to lend. All extensions of credit are subject to credit approval.

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