Peter Hoopis
Executive Director | J.P. Morgan Private Bank | Life Insurance Specialist | Estate & Business Planning for Ultra-High-Net-Worth Clients
- Role
- Executive Director at J.P. Morgan Private Bank
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Peter Hoopis
As Executive Director and Life Insurance Specialist at J.P. Morgan Private Bank, I…
Experience
Executive Director
May 2025 — Present · Chicago, IL, US
As a regional Life Insurance Specialist for JPMorgan Private Bank, I support the Midwest Region by partnering with bankers and advisors to deliver tailored life insurance solutions to our ultra-high-net-worth clients and families.I specialize in integrating life insurance into sophisticated estate and business planning strategies. My role is to help our clients protect, preserve, and transfer wealth efficiently, with a focus on clarity, objectivity, and high-level execution.I bring technical knowledge, deep industry relationships, and a passion for creating meaningful outcomes in even the most complex planning scenarios.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 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
University of Denver - Daniels College of Business
Bachelor of Science (BS)
1995 — 1999
The American College of Financial Services
CLU, ChFC, CLF
2008 — 2010
Skills
- Asset Allocation
- Mutual Funds
- Risk Management
- Portfolio Management
- Long Term Care Insurance
- Disability Insurance
- Recruiting
- Series 7
- Life Insurance
- Finance
- Financial Planners
- Retirement Planning
- Small Business
- Employee Benefits
- Iras
- Financial Services
- Investment Strategies
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Financial Planning
- Term Life Insurance
- Personal Finance
- Wealth Management
- Financial Advisory
- Series 6
- Insurance
- Series 24
- Hold Series 7
- 401k
- Wealth Accumulation
- Investment Management
- Investments
- Wealth
- Asset Management
- Wealth Management Services
- Securities
- Estate Planning
- Management
- Investment Advisory
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