Davis Bourg

About Davis Bourg

As a Banker at J.P. Morgan Private Bank, I work closely with Louisiana-based real estate developers, business owners, lawyers, medical professionals and other successful professionals who seek a premier financial institution with a full-service platform to address the nuanced requirements of their complex wealth scenarios. I am a native of Baton Rouge, and a powerful champion in delivering highly attentive and experienced guidance so that people can accomplish their financial goals in one place. I bring a client-first approach, developing personal and professional relationships as an advisor my clients can trust to carefully handle the breadth of their wealth management needs. My differentiated background in commercial lending is the lens through which I evaluate both sides of their balance sheets to identify gaps and opportunities. I surround clients with a team of specialists to build actionable strategies toward the goals they wish to accomplish—investing, borrowing, trust and estate planning, banking and other sophisticated needs. I have a talent for solving complex issues, and am driven to be a partner in my clients’ success.

Experience

1. Senior Associate, Banker

   J.P. Morgan Private Bank

   Nov 2024 — Present · Baton Rouge, LA, US

   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.