Peter Hoopis
Executive Director @J.P. Morgan Private Bank
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WORK HISTORY
Executive Director @J.P. Morgan Private Bank
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)
The American College of Financial Services
CLU, ChFC, CLF
SKILLS
ABOUT PETER HOOPIS
As Executive Director and Life Insurance Specialist at J.P. Morgan Private Bank, I…
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