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Steven Morgan

Executive Director, Market Team Lead

Baton Rouge, LA

Steven Morgan is an Executive Director and Market Team Lead at J.P. Morgan Private Bank in Baton Rouge, Louisiana. He is responsible for leading the Private Bank team that works with high-net-worth clients in Louisiana and Mississippi. He and his team help clients grow and sustain wealth over multiple generations. They draw on the global resources of JPMorgan Chase to develop wealth management plans tailored to each client’s individual needs.

He began his career in the financial industry in 2002 with Merrill Lynch as an Investment Advisor in Baton Rouge before joining J.P. Morgan Private Bank in 2009. Prior to entering the financial industry, he spent 10 years as a Sales Representative, Regional Manager and assisted with Product Development for an outside sales corporation.

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.

Not a commitment to lend. All extensions of credit are subject to credit approval.

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