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Matt Monaco
Insurance Product Specialist U.S. PRIVATE BANK
Biography
Matt Monaco serves as Vice President, Insurance Product Specialist, delivering professional guidance and support throughout the estate planning process, including banker education and thorough proposal and policy reviews.
Matt brings almost 20 years of experience in insurance-based strategies to high-net-worth families and business owners. Before joining J.P. Morgan, Matt worked as a financial analyst for Goldman Sachs and as an insurance specialist at Merrill Lynch/Bank of America’s Private Banking and Investment Group. He also served as an insurance specialist at UBS Private Wealth Management.
Matt earned his undergraduate degree in finance from the College of New Jersey and his MBA from the University of Massachusetts Amherst. He also holds his Series 7, 66, and 24 and is a Chartered Life Underwriter.
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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
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
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