As a CERTIFIED FINANCIAL PLANNER™ and Executive Director at J.P. Morgan Private Bank, Jason Keele leverages over 20 years of experience to provide unparalleled financial guidance to business owners navigating the complex landscape of personal and business wealth. In his role as Banker and Vice...
As a CERTIFIED FINANCIAL PLANNER™ and Executive Director at J.P. Morgan Private Bank, Jason Keele leverages over 20 years of experience to provide unparalleled financial guidance to business owners navigating the complex landscape of personal and business wealth. In his role as Banker and Vice President, Jason specializes in delivering tailored strategic advice that encompasses a broad spectrum of financial services, including investments, banking, estate planning, and philanthropy. His expertise in wealth management is complemented by his proficiency in securities trading, equities, and mutual funds, allowing him to craft comprehensive financial strategies that align with his clients' unique goals.
Currently, Jason is spearheading key projects that focus on integrating innovative investment solutions with personalized banking services, ensuring that his clients not only preserve their wealth but also grow it effectively. His deep understanding of the financial markets, combined with his Series 7 and Series 66 licenses, empowers him to navigate complex investment landscapes and provide insights that drive informed decision-making. Jason's commitment to fostering long-term relationships with his clients is evident in his meticulous approach to financial planning, where he emphasizes the importance of aligning business objectives with personal aspirations.
In addition to his core responsibilities, Jason is actively involved in philanthropic initiatives, guiding clients in structuring their charitable giving to maximize impact while also achieving their financial objectives. His holistic approach to wealth management, combined with a keen understanding of the interplay between personal and business finances, positions him as a trusted advisor for high-net-worth individuals seeking to optimize their financial futures.
