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Margaret Betten
Managing Director Market Manager
Biography
Margie Betten is a Managing Director and Market Manager for J.P. Morgan Private Bank in Palm Beach and Fort Lauderdale, Florida. Margie leads a team of private bankers in delivering wealth management advice, strategies and services to clients. Margie ensures her team has the resources necessary to help clients achieve their goals and leave a legacy for the next generation.
Margie is also an ambassador for J.P. Morgan in the local community. She brings special insight to this role as a second-generation native Floridian. Drawing upon her background in trust administration, Margie helps families with their fiduciary needs.
With a career in finance that has spanned 15 years, Margie joined J.P. Morgan in Chicago, where she served as the Regional Trust Practice Leader for the Midwest and West regions of the Private Bank. Interested in returning to her roots, she moved back to Palm Beach in 2019 for the opportunity to live and work in the area she has always considered home.
Margie attended Georgetown University, earning a B.S. from the School of Foreign Service. She received a J.D. from Brooklyn Law School and was admitted to the New York Bar. In addition, she holds FINRA Series 7, 9, 10 and 63 licenses.
Margie serves on the Board of Trustees for the Palm Beach Day Academy and the Board of Directors for the Forum Club of the Palm Beaches. She is also a member of the Advisory Council for Palm Health Foundation and a Director of the Palm Beach Civic Foundation. In her free time, Margie enjoys playing golf with her husband and son, Charlie. Continuing in the family tradition, Charlie attends Palm Beach Day Academy.
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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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