Kristen C.
Vice President, Banker @J.P. Morgan Private Bank
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WORK HISTORY
Vice President, Banker @J.P. Morgan Private Bank
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.
EDUCATION
University of North Florida
Master of Business Administration, Finance
University of North Florida
Bachelor of Arts, International Business
ABOUT KRISTEN C.
I work with some of the area’s most prominent individuals and families who seek a premier financial institution to address their complex scenarios. I was raised in Florida, and I offer a curated experience, scaling J.P. Morgan’s global resources to a local level so that clients can accomplish their wealth management goals in one place.I bring an empathetic style to my role, and take pride in the friendships I have built with families as I walk alongside them throughout their financial journeys. I get to know each individual on a personal level, gaining an understanding of their goals, dreams, the people in their daily lives and their aspirations for the future. Whether clients desire portfolio management, alternative investments, private placements, lending, estate planning or have other sophisticated needs, I coordinate a team of specialists to design strategies that integrate these objectives into one holistic plan. I am a problem solver who goes the extra mile to find answers to the challenges of significant wealth.
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