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Justin M. Kastan
Executive Director Banker
Biography
Justin Kastan is an Executive Director and Senior Banker in the New York City office for J.P. Morgan’s Private Bank. He works with some of the firm’s most successful private clients and their families, as well as institutional and not for profit organizations, to provide thoughtful planning and customized asset management solutions. He advises clients across all areas of J.P. Morgan including portfolio construction, investment management, wealth transfer and planning, trust and estate strategies, and philanthropic endeavors.
In addition to being honored J.P. Morgan’s Global Recognition Program as one of the Private Bank’s top advisors, Justin has also been selected over consecutive years to the firm’s Morgan Circle, which pays tribute to the top 5% advisors nationwide who are noted for exceptional client service, performance and contributions to the team. He has over 22 years of experience in the financial services industry and more than 18 years with J.P. Morgan. Justin has been entrusted with several leadership opportunities, including managing the KPMG Partner Program. Justin has led J.P. Morgan’s partnership with KPMG for over 8 years. He possesses a deep knowledge of KPMG’s compliance requirements and compensation structure, and has extensive experience in evaluating KPMG’s retirement plans for strategic financial planning purposes.
Before joining J.P. Morgan, Justin was a Financial Advisor in the Global Private Client Group at Merrill Lynch. Previously, he worked in the Wealth Management Division of Oppenheimer & Co., offering financial planning and innovative ideas to high networth clients. Justin earned a B.S. from the State University of New York at Albany’s School of Business with a double concentration in Management and Management Information Systems and a minor in Economics. He is currently a CFP® candidate.
A native of New York’s Westchester County, Justin has resided in Manhattan for 24 years. He is enthralled with travel, art, and cultural and culinary experiences. He has visited more than 25 countries across five continents.
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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
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