Jeff P. Bailey

Jeff P. Bailey Email and Phone Number

Executive Director @ J.P. Morgan Private Bank
San Antonio, TX, US
Jeff P. Bailey's Location
San Antonio, Texas, United States, United States
Jeff P. Bailey's Contact Details

Jeff P. Bailey personal email

n/a
About Jeff P. Bailey

As an Executive Director at J.P. Morgan Private Bank, I lead the San Antonio Market, overseeing a group of Bankers and Specialists who advise affluent individuals and institutions in San Antonio, the Hill Country and South Texas. Together, we help clients think through their complex needs in order to make the best financial decisions for themselves and their families. A resident of San Antonio for 40 years, I have watched it evolve into a vibrant and diverse economic hub, and I engage with key leaders and strategic partners, playing an influential part in broadening J.P. Morgan’s impact on the community. In my multifaceted role, I have collaborated with some of the region’s most prominent families and institutions. I leverage this experience to build an environment of excellence for my team. My focus is on bridging the gap between the global resources of an industry leader and the differentiated needs of my clients in Central and South Texas.I am accustomed to tackling big challenges, and identify well with business owners and entrepreneurs—I have stood in their shoes and helped build successful companies. I am passionate about acting as the face of the firm, connecting people and establishing a synergistic network among like-minded clients.

Jeff P. Bailey's Current Company Details
J.P. Morgan Private Bank

J.P. Morgan Private Bank

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Executive Director
San Antonio, TX, US
Jeff P. Bailey Work Experience Details
  • J.P. Morgan Private Bank
    Executive Director
    J.P. Morgan Private Bank
    San Antonio, Tx, Us
  • J.P. Morgan Private Bank
    Executive Director
    J.P. Morgan Private Bank May 2013 - Present
    San Antonio, Texas Area
    Disclosure: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”). Annuities & 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.
  • Matterhorn Capital Management, Llc
    Principal & Relationship Manager
    Matterhorn Capital Management, Llc Jul 2009 - May 2013
    San Antonio, Texas Area
    Matterhorn Capital Management, LLC is an independent investment management firm managing equity and fixed income portfolios for high net worth individuals, family offices, regional advisory groups and institutional investors.
  • Tootie Pie Company
    Vice President Of Corporate Development
    Tootie Pie Company Aug 2005 - May 2009
  • Jpmorgan Chase
    Analyst
    Jpmorgan Chase Jun 2001 - Aug 2005

Jeff P. Bailey Skills

Portfolio Management Equities Investments Investment Management Fixed Income

Jeff P. Bailey Education Details

Frequently Asked Questions about Jeff P. Bailey

What company does Jeff P. Bailey work for?

Jeff P. Bailey works for J.p. Morgan Private Bank

What is Jeff P. Bailey's role at the current company?

Jeff P. Bailey's current role is Executive Director.

What is Jeff P. Bailey's email address?

Jeff P. Bailey's email address is jb****@****cap.com

What schools did Jeff P. Bailey attend?

Jeff P. Bailey attended Texas A&m University.

What skills is Jeff P. Bailey known for?

Jeff P. Bailey has skills like Portfolio Management, Equities, Investments, Investment Management, Fixed Income.

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