Jake Wignall

Vice President, Banker @ J.P. Morgan Private Bank

About

I work with successful individuals, multi-generational families and business owners who seek the global capabilities and intellectual strength of an industry leader. I serve as a powerful advocate in guiding clients through financial decisions that help make the most of their wealth, freeing them to focus on the important things in their lives. As a former entrepreneur, I am adept at looking at the big picture of what each individual is striving to accomplish. From these insights, I drill into the specifics of their scenario to design tailored strategies that align these goals into a cohesive path forward. I tap specialists across a range of disciplines to inform my recommendations—investing, strategic borrowing, liquidity management, trust and estate planning, philanthropic giving and more.

Country

United States

City

Dallas-Fort Worth Metroplex

Industry

Financial Services

Skill

Experience

Vice President, Banker

J.P. Morgan Private Bank

2024-3 - Present · 2 yrs 7 mos

Dallas, Texas, United States

J.P. Morgan Private Bank offers brokerage & advisory investment products and services through J.P. Morgan Securities LLC (“JPMS”), member FINRA & SIPC. Bank products and services, including bank managed investments & custody as part of its trust and fiduciary services, are offered by JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”). 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. (JPM). INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUE Opinions and comments may not reflect those of JPM or its affiliates. Content is intended for US residents, and should not be considered a recommendation or endorsement by JPM for any product, service or strategy. JPM does not provide tax or legal advice, and will not accept orders via messaging systems. JPM is not responsible for third-party posted content. Experience, skills or awards are not indications of future results. Additional disclosure/terms: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.