Jonathan Holmes
Managing Director, Banker at J.P. Morgan Private Bank
- Role
- Managing Director, Banker at J.P. Morgan Private Bank
- Location
- Alpine, UT, US
- LinkedIn followers
- 500 followers
About Jonathan Holmes
As a Managing Director and Banker at J.P. Morgan Private Bank, I work closely with the area’s most successful business owners who seek the strength and stability of a market leader with a long history in this space. I draw from my extensive background in business banking to serve as a valuable ally in addressing the challenges and opportunities of clients’ complex financial scenarios. I take a consultative approach to wealth management, getting to know each individual, their vision for the future and the people and causes that are important to them. By curating a team of specialists across a range of world-class disciplines, I design customized approaches that align with specific goals—exit planning, strategic borrowing, liquidity management, investing, trust and estate planning, and other sophisticated needs. I am relationship-driven, and tap my extensive network to connect people with the Business Bank, Commercial Bank and other lines of business. I am responsive and balanced, making myself accessible for whatever a client may need.
Experience
Managing Director, Banker
Dec 2023 — Present · Salt Lake City, UT, 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 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.
Education
Brigham Young University
Bachelors Degree, Business Management
2000 — 2002
Brigham Young University - Idaho
Associates Degree, Business Management
1998 — 2000
Skills
- Retail Banking
- Finance
- Commercial Mortgages
- New Business Development
- Asset Management
- Deposits
- Treasury Management
- Management
- Small Business Lending
- Financial Analysis
- Business Development
- Loan Origination
- Sales
- Credit
- Portfolio Management
- Commercial Banking
- Loans
- Commercial Lending
- Cold Calling
- Underwriting
- Credit Analysis
- Banking
- Consumer Lending
- Mortgage Lending
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