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Simon Levine

CEO of Southeast Region, U.S. Private Bank

Atlanta, GA Charlotte, NC Fort Lauderdale, FL Jacksonville, FL Miami, FL Naples, FL Nashville, TN Orlando, FL Palm Beach, FL Sarasota, FL Tampa, FL

Simon Levine is the CEO of Southeast Region, U.S. Private Bank for the J.P. Morgan Private Bank. Based in Miami, Mr. Levine leads a team of professionals that provide wealth management advice, strategies and services to individuals, family offices, foundations and endowments across the southeast region. The southeast region includes our Miami, Naples, Tampa, Orlando, Sarasota, Palm Beach, Ft. Lauderdale, Jacksonville, Atlanta, Charlotte, and Nashville offices. Drawing on these teams’ experiences, Mr. Levine and his team develop innovative strategies to help clients grow and sustain their wealth over multiple generations. He currently serves as a member of both the U.S. Private Bank Operating Committee as well as the Global Private Bank Operating Committee.

Before moving to Miami, Mr. Levine spent ten years with the J.P. Morgan Private Bank in New York and held leadership roles spanning legal, compliance and the business. He was the business's Global Chief Compliance Officer. In that role, he was responsible for managing a global compliance program across a multitude of products and services, which included a team of compliance professionals in the U.S., EMEA, Asia, and Latin America. Prior to that, Mr. Levine was Chief Operating Officer for the Private Bank's Investments practice, with responsibility for running its day to-day operations. Before joining J.P. Morgan, he spent over four years in private legal practice, specializing in the financial services sector.

Mr. Levine earned a B.S. from Connecticut College and a J.D. from the George Washington University School of Law.

Mr. Levine currently serves on the Board of Trustees of the Perez Art Museum Miami.

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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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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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