Bhavesh Gondha
Executive Director, Banker @J.P. Morgan
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WORK HISTORY
Executive Director, Banker @J.P. Morgan
Irvine, CA, US
J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co.(JPM). 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. Annuities 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 JPM.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUEJPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.\"Likes\",\"Favorites\" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.
EDUCATION
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
UNC Kenan-Flagler Business School
Bachelor of Science, Business Administration
ABOUT BHAVESH GONDHA
As a Banker in the Orange County office of J.P. Morgan Private Bank, I work closely with affluent individuals and families who desire white-glove attention for their sophisticated goals. I bring a comprehensive outlook to oversee complex financial scenarios so that my clients may focus on their top priorities.I draw from my commercial banking and credit background to help entrepreneurs, business owners and executives transform hard work into lasting legacies. I take the lead in surrounding clients with a team of specialists to integrate asset management, lending, banking, trust and estate planning, and more. I serve as the face of the Private Bank, offering access to the thought leadership, innovation and esoteric ideas reminiscent of an industry powerhouse. Through my strong attention to detail and highly customized approach, I foster synergistic relationships with like-minded people.Throughout a 15-plus-year career on both coasts, I have honed my skills in banking, portfolio management, executive compensation and structured credit products. I spent much of that time with Bank of America/Merrill Lynch, and have an insightful grasp of the risks and rewards of entrepreneurship through my financing support for businesses that range from craft breweries to middle market companies. Now at J.P. Morgan, I afford my clients the opportunities and capabilities of an elite financial organization.
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