Helen Mah
Executive Director, Banker @J.P. Morgan Private Bank
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WORK HISTORY
Executive Director, Banker @J.P. Morgan Private Bank
Pasadena, CA, 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”). Annuities & 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 VALUEOpinions 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.
EDUCATION
California State University-Fullerton - College of Business and Economics
Master of Business Administration (MBA)
SKILLS
ABOUT HELEN MAH
As an Executive Director and Banker at J.P. Morgan Private Bank, I address the sophisticated financial needs of successful business founders, real estate investors, and their families to help them grow, protect and transition their wealth to ensure cohesion and financial preservation across generations. I am privileged to be a proactive financial partner to some of the largest family offices in Los Angeles.Being a founding member of the JP Morgan Private Bank Pasadena office, I have been particularly instrumental in expanding J.P. Morgan’s presence among minority business owners and the Asian American community. I take a customized approach that adds value across the financial spectrum—business pre-sell/ pre-IPO planning, trust and estate strategies, generational wealth transfer, family governance, philanthropic giving, life time cash flow analysis, investment management, banking and borrowing. I am proud to offer clients the global resources and world-class capabilities of an industry powerhouse to support their complex financial needs and help create lasting legacies.INVESTMENT PRODUCTS: • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE“J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. Bank deposit accounts, such as checking, savings and bank lending, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. 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. 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. 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. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
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