Matt Parry

Vice President, Investment Product Specialist Annuity Specialist

Matt Parry is a dynamic and results-driven insurance strategist with over 13 years of experience in the annuities and life insurance sectors.  Matt excels in leading point-of-sale client meetings with a consultative approach and focus on providing education and information, empowering clients to make well-informed decisions.  In his role, Matt partners with Bankers and Investors to identify clients who could benefit from risk management strategies and helps to implement them directly with clients.

Before joining J.P. Morgan, Matt thrived as an Insurance Strategist supporting Goldman Sachs Financial Advisors and their clients through comprehensive risk management planning.  Prior to joining Goldman Sachs, Matt strengthened his skill set as an Insurance Planning Specialist at TIME, A Crump Company.  There, he identified and implemented life insurance and estate planning opportunities for clients of major financial institutions across the western United States. His consultative approach and educational initiatives, such as creating instructional documents for Morgan Stanley, have been instrumental in enhancing advisor knowledge and client engagement nationwide.

Matt holds a B.S. from George Mason University and is also pursuing his Chartered Life Underwriter (CLU) designation, further solidifying his commitment to excellence in the financial services industry.

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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.

 

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

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