Terrell McCallum
Vice President, Banker at J.P. Morgan Private Bank
- Role
- Vice President, Banker at J.P. Morgan Private Bank
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Terrell McCallum
I partner with ultra-high-net-worth families and individuals—including founders, executives, and wealth builders across media, entertainment, sports, technology, and real estate—to manage and transfer their wealth. With investments at the core of my approach, I integrate trust and estate planning, as well as philanthropic strategies, to help clients achieve their long-term financial goals.I take a collaborative and proactive approach when working with clients, always starting by listening carefully to understand their unique needs. I build tailored, goals-based plans and execute them with clear milestones, ensuring clients are informed every step of the way. Clients appreciate my responsiveness, transparency, and commitment to delivering bespoke strategies.
Experience
Vice President, Banker
Nov 2025 — Present · Dallas, TX, US
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 Mississippi
Bachelor's degree
SMU Cox School of Business
Master of Business Administration - MBA, Finance, Investments
2019 — 2021
Cannon Financial Institute
Cannon Trust School
Skills
- Microsoft Office
- Customer Service
- Project Management
- Powerpoint
- Microsoft Excel
- Process Improvement
- Marketing
- Data Analysis
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