Vice President 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.
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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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