Peter Hoopis

Executive Director @J.P. Morgan Private Bank

Chicago, IL, US
MOBILE NUMBERS
+18•••••••00

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WORK HISTORY

May 2025 — Present

Executive Director @J.P. Morgan Private Bank

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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

1995 — 1999

University of Denver - Daniels College of Business

Bachelor of Science (BS)

2008 — 2010

The American College of Financial Services

CLU, ChFC, CLF

SKILLS

Asset AllocationMutual FundsRisk ManagementPortfolio ManagementLong Term Care InsuranceDisability InsuranceRecruitingSeries 7Life InsuranceFinanceFinancial PlannersRetirement PlanningSmall BusinessEmployee BenefitsIrasFinancial ServicesInvestment StrategiesFixed AnnuitiesRetirementStrategic Financial PlanningFinancial PlanningTerm Life InsurancePersonal FinanceWealth ManagementFinancial AdvisorySeries 6InsuranceSeries 24Hold Series 7401kWealth AccumulationInvestment ManagementInvestmentsWealthAsset ManagementWealth Management ServicesSecuritiesEstate PlanningManagementInvestment Advisory

ABOUT PETER HOOPIS

As Executive Director and Life Insurance Specialist at J.P. Morgan Private Bank, I…

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