Insights. Connections. Strategies.

Positioning you for the future

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At J.P. Morgan Private Bank, you can benefit from insights and wealth management strategies that come from our experience working with individuals and families in the energy industry—from E&P to oil field services to mineral rights.

Locally based in key energy hubs, our teams of specialists offer you strategies to help navigate changing market conditions, always aligned with your long-term financial well-being.

We can also coordinate across our Commercial Bank and Investment Bank as needed for capital raising and other needs.

VISIT OUR EXECUTIVE LOUNGE AT NAPE SUMMIT 2017 ON FEBRUARY 16-17, 2017


Case Studies

Safeguarding a family’s financial future

A business owner took advantage of two estate planning strategies he hadn't considered previously.

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The risk of overlapping exposure

A CEO’s practice of investing in what he “knows” was creating overexposure to the energy industry.

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Unlocking liquidity

A client wanted to purchase a new business and needed liquidity. Our analysis helped him evaluate a range of options.

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One of the World’s Leading Private Banks*


Gain insights from our experience working with energy investors and their families in Texas.
You can benefit from comprehensive wealth management services that include:
  • Analyzing potential outcomes to help inform your decisions
  • Determining how much, to whom and when to transfer your assets to enhance your legacy
  • Protecting your legacy by working with your other advisors to monitor ongoing tax exposure and other potential risks

One of the Industry’s Strongest Balance Sheets**


We provide individuals and families with customized borrowing and investment strategies with the utmost personal attention.
The strength of our firm can allow you to:
  • Access personalized financial strategies, including secured and unsecured lines of credit
  • Receive customized global investment ideas with access to third-party as well as J.P. Morgan managers across all asset classes
  • Enjoy the support of a dedicated client service team and comprehensive range of banking services

Wealth Insights

Gain our latest thinking on the potential impact of equity market trends

The J.P. Morgan Private Bank Global Equities team discusses timely market events and their potential implications for your personal investing.

Do your existing loans support your current goals?

As markets and personal circumstances change, it’s important to revisit not only your investment portfolio, but also your current loans.

Connect with us
We look forward to speaking with you about how we can put our local experience and global reach to work for you

Learn more about our firm and investment professionals through FINRA BrokerCheck


*In the 2017 Euromoney Private Banking Survey, J.P. Morgan Private Bank was named Best Private Banking Services Overall in North America and Best Private Banking Services Overall in the U.S. We also received the award for Best Private Bank in the U.S. for HNW services for the 12th consecutive year, as well as best in the United States for UHNW for the eighth year in a row. Awards or rankings are not indicative of future success or results.

**Refers to the balance sheet of JPMorgan Chase & Co.

IMPORTANT INFORMATION

All case studies are shown for illustrative purposes only and should not be relied upon as advice or interpreted as a recommendation. All case studies are hypothetical. Any name referenced is fictional. Information is not a guarantee of future results.

This material is intended to help you understand the financial consequences of the concepts and strategies discussed here in very general terms. The strategies discussed often involve complex tax and legal issues. Your own attorney and other tax advisors can help you consider whether the ideas illustrated here are appropriate for your individual circumstances. JPMorgan Chase & Co. does not practice law, and does not give tax, accounting or legal advice. We are available to consult with you and your legal and tax advisors as you move forward with your planning.

Lines of credit are extended at the discretion of J.P. Morgan, and J.P. Morgan has no commitment to extend a line of credit or make loans available under the line of credit. Any extension of credit is subject to credit approval by the lender in accordance with the terms contained in definitive loan documents.

The information contained in this material should not be relied upon in isolation for the purpose of making an investment decision. Investors must also consider the objectives, risks, charges, and expenses associated with the investment product or strategy prior to making an investment decision. More complete information is available from your J.P. Morgan representative, and you should be aware of the general and specific risks relevant to the matters discussed in the material.

INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

“J.P. Morgan Private Bank” is a marketing name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. Securities products and services are offered by J.P. Morgan Securities LLC, member FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.

© 2017 JPMorgan Chase & Co. All rights reserved.