Jennifer Marks, Managing Director at J.P. Morgan Private Bank, joins Ask A CEO. Jennifer shares some of her experiences during her long career at J.P. Morgan. Jennifer also details the benefits of wealth management and private banking.
About Exploring Private Banking with Jennifer Marks, Managing Director J.P. Morgan Private Bank
Jennifer Marks is Managing Director and Market Team Lead in the Long Island office of J.P. Morgan Private Bank, developing and implementing strategies for the region, while providing wealth planning, banking, investing, lending and trust services to the area’s prominent families and individuals.
Knowing that better input leads to better outcomes, Jennifer partners with her clients to understand their complex lives from all angles. She then draws upon J.P. Morgan’s global resources to develop the strategies that will propel them toward the long-term objectives they have for themselves, their loved ones and their communities. A recognized leader, Jennifer was named “One to Watch” in Banking and Finance by Long Island Business News in 2019. In 2020, she was further honored as one of the “Top 50 Women in Business” and with a “Business & Finance Award,” also by Long Island Business News. Jennifer is the Co-Chair of the region’s Market Leadership Team, focused on unifying all JPMorgan Chase employees across Long Island and within our communities. She also chairs the region’s Diversify and Inclusion efforts.
Jennifer joined J.P. Morgan in 2006 and has remained with the Private Bank ever since. She began her career as an Investment Business Analyst and became an Investment Advisor in 2010. Jennifer’s natural intelligence and problem-solving abilities have led her to a seat on J.P. Morgan’s U.S. Advisory Council, where she works with a select group of leaders to develop initiatives that shape experiences for employees and clients alike.
Jennifer holds FINRA Series 7 and 63 securities licenses, and earned a B.S. in Industrial and Labor Relations from Cornell University.
Having grown up on Long Island, she is thrilled to be making a local impact through the Private Bank and her own community engagement. Most recently, Jennifer was invited to become a member of the 2021 Energeia Partnership, a group that gives proven, ethical leaders the opportunity to act as catalysts for change, helping to create innovative and sustainable solutions to the most pressing challenges facing our region. She is Co-Chair of the UJA Long Island Young Families Fundraising Committee, focused on raising awareness, funds and community engagement. When she’s not in the office, Jennifer enjoys spending time at the beach, exercising, and exploring the area’s parks and museums with her husband and two children.
Knowing that better input leads to better outcomes, Jennifer partners with her clients to understand their complex lives from all angles. She then draws upon J.P. Morgan’s global resources to develop the strategies that will propel them toward the long-term objectives they have for themselves, their loved ones and their communities. A recognized leader, Jennifer was named “One to Watch” in Banking and Finance by Long Island Business News in 2019. In 2020, she was further honored as one of the “Top 50 Women in Business” and with a “Business & Finance Award,” also by Long Island Business News. Jennifer is the Co-Chair of the region’s Market Leadership Team, focused on unifying all JPMorgan Chase employees across Long Island and within our communities. She also chairs the region’s Diversify and Inclusion efforts.
Jennifer joined J.P. Morgan in 2006 and has remained with the Private Bank ever since. She began her career as an Investment Business Analyst and became an Investment Advisor in 2010. Jennifer’s natural intelligence and problem-solving abilities have led her to a seat on J.P. Morgan’s U.S. Advisory Council, where she works with a select group of leaders to develop initiatives that shape experiences for employees and clients alike.
Jennifer holds FINRA Series 7 and 63 securities licenses, and earned a B.S. in Industrial and Labor Relations from Cornell University.
Having grown up on Long Island, she is thrilled to be making a local impact through the Private Bank and her own community engagement. Most recently, Jennifer was invited to become a member of the 2021 Energeia Partnership, a group that gives proven, ethical leaders the opportunity to act as catalysts for change, helping to create innovative and sustainable solutions to the most pressing challenges facing our region. She is Co-Chair of the UJA Long Island Young Families Fundraising Committee, focused on raising awareness, funds and community engagement. When she’s not in the office, Jennifer enjoys spending time at the beach, exercising, and exploring the area’s parks and museums with her husband and two children.