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  • The Private Bank’s mission is to build, preserve & transform our client’s wealth.

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Lee S. Bolnick

Investment Product Specialist, U.S. Private Bank

Lee S. Bolnick brings over 20 years of financial services experience to J.P. Morgan’s Private Bank. With his exceptional insight into life insurance solutions for complex planning strategies and his previous roles as an advisor trainer and consultant, Lee helps advisors navigate life insurance-based solutions to help individuals and businesses realize estate and financial planning goals while delivering the highest level of service to those clients. Among other roles, Lee specialized in insurance products as Vice President at both PNC and BBVA Banks, as Sales Director/Planning Consultant at 3Mark Financial in Houston, and as an internal wholesaler for MetLife prior to joining J.P. Morgan. Lee graduated from the University of Michigan with a bachelor of arts in economics and history and has earned his Chartered Financial Consultant® (ChFC) and Chartered Financial Analyst® (CFA) designations.

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.

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