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Matthew Wells

Vice President, Investment Product Specialist Annuity Specialist

Matt Wells serves as a Vice President at J.P. Morgan Private Bank, where he specializes in integrating annuity solutions into client portfolios. He collaborates closely with Banker and Investor teams, as well as their clients, to provide education on the current annuity landscape and to enhance understanding of this often-misunderstood asset class.

With nearly 25 years of experience in annuity product distribution, financial advising, and banking, Matt has partnered with thousands of financial advisors to facilitate the placement of billions of dollars in annuity solutions for clients. He has held positions with some of the largest annuity insurance carriers, including Equitable, Prudential, Pacific Life, Symetra, and Lincoln. This extensive experience has provided him with a comprehensive understanding of industry changes over the past two decades as they relate to today's clients.

Matt collaborates with high to ultra-high net worth clients to address asset location, tax efficiency, fixed income complements, and lifetime income needs. He holds Series 7, 6, and 63 licenses, along with a New York Life/Health License. He is a proud graduate of Florida State University and during his free time enjoys golf, watching his three sons play sports, and spending time with his loving wife Kerri.

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.

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