locate an office

View All Offices

offices near you

office near you

Kristen K. Habich

Managing Director Market Manager

Houston, TX

Biography

Kristen Habich is a Managing Director and the Market Manager for J.P. Morgan Private Bank in the Houston area. She leads a team of bankers and specialists to help wealthy clients plan, invest, bank and borrow. Kristen brings a planning perspective to deliver strategies for wealth transfer and family governance. She believes one of the great privileges of her role is to help clients navigate the firm to access the global resources available so that they may fulfill their purpose and leave a legacy for their family and community.

As the Chair of the Market Leadership Team for Houston, Kristen provides executive guidance to integrate J.P. Morgan’s lines of business and is instrumental in driving community and employee engagement. She has been recognized by other professionals in the industry and in 2014 was selected as one of the Top 100 Women Financial Advisors by the Financial Times.¹

With more than 25 years of industry experience, Kristen began her career as a Portfolio Manager in a boutique wealth management firm in California. She then joined Jurika & Voyles in Oakland, California, in its Private Client Group. Kristen joined J.P. Morgan Private Bank in 2003 after returning to her home state and two years later was selected to lead the Central Texas Region. She moved to Houston more than a decade ago and has built strong ties in the community.

Kristen graduated from The University of Texas at Austin with a B.B.A. in Finance. She is a CFA®charterholder and CERTIFIED FINANCIAL PLANNER™, which attest to her deep understanding of capital markets and wealth planning. Kristen has been an instructor at The University of Texas Center for Professional Education in the CFP®certification program. She is currently a member of the CFA®Institute and the Houston Security Analysts Society.

Drawing on her experience as one of the early members of Teach for America, Kristen now sits on the Board of the organization's Houston Chapter. She serves on the Board of Easter Seals of Greater Houston and formerly was on the Board of Heroes for Children.

Kristen is married with three children. To relax, she enjoys active travel where she has the opportunity to hike, fly fish and explore the history and culture of the region.

¹Financial Times Top 100 Women Financial Advisors, November 19, 2014. Using quantifiable and objective criteria and selected from a pool of over 400 candidates, financial advisors in the Top 100 Women Financial Advisors are required to have a minimum of 10 years' experience and at least $200 million assets under management (AUM). Financial Advisors were graded based on various factors, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Neither J.P. Morgan nor its Advisors pay a fee to the Financial Times in exchange for the rating.

Awards or rankings are not indicative of future success or results.

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

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*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

Your Recent History

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 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.