Bob Austrian
Client Specialist, Executive Director, Private Wealth Management @J.P. Morgan
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WORK HISTORY
Client Specialist, Executive Director, Private Wealth Management @J.P. Morgan
San Francisco, CA, US
As a Client Specialist concierge, I serve our clients and families to deliver the full spectrum of J.P. Morgan Wealth Management solutions.Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information orMessages That Require Immediate Attention.J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.(JPMC), which offersinvestment products and services through J.P. Morgan Securities LLC (JPMS), a registered brokerdealer and investment adviser, member FINRA and SIPC. Insurance products are made availablethrough Chase Insurance Agency, Inc.(CIA), a licensed insurance agency, doing business as ChaseInsurance Agency Services, Inc. in Florida. Certain custody and other services are provided byJPMorgan Chase Bank, N.A.(JPMCB). JPMS, CIA and JPMCB are affiliated companies under thecommon control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOTINSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSEVALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor allelectronic communications. Communications are for US residents only, subject to the followingdisclosures: opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategiesdescribed may not be suitable for all investors, nor should it be relied upon as investment advice,guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will notaccept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice,and is not responsible for third-party posted content. Experience, skills or posts are not indications offuture results. Additional important © 2025 JPMorgan Chase & Co. All rights reserved
EDUCATION
NYU Stern School of Business
MBA, Finance, Honors
Colgate University
MA, Economics
SKILLS
ABOUT BOB AUSTRIAN
A +30-year veteran of institutional and personal investing, sell- and buy-side research, technology, and private wealth management solutions, I recently pivoted to a new, exciting, and wonderfully challenging career phase – call it the Top of the 7th – here in San Francisco with JP Morgan.As a Client Specialist covering Northern California and much of the Pacific and Mountain time zones, I serve the diverse, essential, holistic needs of High Net Worth and Ultra High Net Worth clients across the full spectrum of J.P. Morgan Chase wealth services, strategies, and products. In particular, I work at the intersection of our comprehensive banking and wealth management platforms and professional teams, identifying opportunities to serve clients fully, and helping realize J.P. Morgan\'s evolving wealth management business strategies and growth potential.
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