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William M. Smith

Senior Associate, Portfolio Advisory Group

Will Smith is a Senior Associate on the Portfolio Advisory Group, based in New York. In this role, he partners closely with the CIO, Manager Solutions, and Asset Class Teams to provide communications and guidance around J.P. Morgan's managed products for US Wealth Management.

Will began his career working at Circle Wealth Management, a Registered Investment Advisor (RIA) firm. During his 4 years there, he was a member of the investment committee, focusing on investment due diligence, market research, and portfolio management.

Will obtained a Bachelor of Science in Finance from Lehigh University, graduating in 2020. During his time at Lehigh, he was the starting goalkeeper for the Division I men's soccer program and served as team captain in his senior year.

Currently, Will is pursuing a CFA designation and has successfully passed two out of the three levels of the CFA program.

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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 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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