Nick Knepper

About Nick Knepper

As a Banker at J.P. Morgan Private Bank, I advise some of the most affluent C-suite executives, business owners, individuals and families in the Bay Area and Northern California, offering a holistic approach to help integrate their sophisticated financial scenarios. I serve as their direct point of access to the intellectual strength and full breadth of J.P. Morgan’s global capabilities. I understand my clients want to be confident that their goals have been heard and a strategic plan is in place. I work in an attentive, focused and one-on-one manner to design long-term approaches targeted toward what each individual wishes to accomplish. Whether clients seek liquidity to fund business or personal ventures, trust and estate strategies, preservation of capital, investing, lending, banking and more, I orchestrate a team of specialists who are aligned with these tailored interests. I am known for my proactivity and detail orientation, and for being a good listener who helps to educate clients from a market and economic perspective.

Experience

1. Private Banker

   J.P. Morgan Private Bank

   Jan 2023 — Present · San Francisco, CA, US

   J.P. Morgan Private Bank” is the brand name for the private banking business within JPMorgan Chase & Co.(JPM). 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. 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. Annuities 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 JPM. INVESTMENT AND INSURANCE PRODUCTS: NOT A DEPOSIT NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NO BANK GUARANTEE MAY LOSE VALUE JPM, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to these disclosures: The opinions expressed by the profile creator may not reflect those of JPM. Information or content made available on this profile (including strategies or views) is intended for informational purposes only. It should not be relied upon as individually tailored advice and is not an offer to buy, hold or sell any investment, financial instrument or strategy. JPM will not accept any orders via LinkedIn or its messaging systems. JPM does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or awards are not indications of future results.\"Likes\",\"Favorites\" or similar functionality on social media sites should not be considered a positive reflection of actual client experiences or services offered by JPM. Additional important information: https://am.jpmorgan.com/private-bank/public/gl/en/important-information-sm.

Education

• Colorado State University

  Master of Business Administration - MBA, Finance

• Sonoma State University

  Bachelor’s Degree, Criminal Justice