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June 06, 2019
J.P. Morgan Private Bank Opens Westlake Village Office to Expand Presence in Southern California
Westlake Village, C.A., June 3, 2019 – J.P. Morgan today announced that it is expanding its Private Bank further into the Southern California region by opening its first local office in Westlake Village. Veteran advisor Ryan Bristol will lead a team of local professionals who provide wealth management advice, strategies and services to successful individuals, family offices, foundations and endowments throughout the region.
J.P. Morgan Private Bank has been serving clients in the Greater Los Angeles region for nearly 30 years and four of the firm’s top veteran advisors have joined the new Westlake Village team. The office has also hired local talent over the last few months and plans to grow the team by as much as 30 by 2023.
“Southern California continues to thrive as a globally connected business center and a hub for robust financial talent,” said David Frame, CEO, Wealth Management Group, J.P. Morgan. “We’re continuing to grow throughout California alongside our business partners across JPMorgan Chase, and Westlake Village is a natural next step for us.”
The Westlake Village market entry is part of a larger expansion of J.P. Morgan Private Bank across the U.S. including recent office openings in Charlotte, NC, Baltimore, MD, and Salt Lake City, UT. Most recently, the Private Bank announced the opening of a new office in San Diego. Across California, the Private Bank plans to open additional offices in Sacrament and Pasadena as part of the overall expansion.
“Expanding J.P. Morgan Private Bank’s footprint across Los Angeles and the West Region is a top priority, and is key to growing the partnership between all our lines of business,” added Olivier de Givenchy, U.S. West Region Head for J.P. Morgan Private Bank.
Bristol, a Thousand Oaks resident and California native, brings over 18 years of experience in the financial industry to his leadership role in the firm’s new Westlake Village outpost. Serving clients out of the firm’s Los Angeles office for the past seven years, he supported clients across complex wealth planning issues such as pre-transaction planning for business owners, multi-generational wealth transfer, philanthropy and diversification strategies for concentrated wealth.
“Bringing a local team to Westlake Village will deliver J.P. Morgan’s global expertise and resources to our clients’ home base,” said Bristol. “For business owners, families, individuals and foundations in the Conejo Valley, San Fernando Valley, as well as Ventura County, we’re here to help them identify and plan for the intent of their wealth, to help build their legacies and preserve their quality of life.”
With deep roots in the local community, Bristol has held board positions with the American Red Cross in Ventura, the Dean's Advisory Council for the Orfalea College of Business at Cal Poly and Association for Corporate Growth 101 Corridor. He is also Chair of the Investment Review Committee for the City of Thousand Oaks.
J.P. Morgan Private Bank currently has offices across the state of California, including Century City, Irvine, San Diego, San Francisco and Palo Alto. To learn more about the new Private Bank office in Westlake Village, visit jpmorgan.com/westlakevillage.
About J.P. Morgan Private Bank
J.P. Morgan is a global leader in financial services to corporations, governments, for-profit and not-for-profit institutions and wealthy individuals. Through the Private Bank at J.P. Morgan, the firm delivers customized wealth management advice and solutions to wealthy individuals and their families, leveraging its broad capabilities in investing, family office management, philanthropy, credit, fiduciary services and special advisory services to help its clients advance toward their own particular goals. For more than 150 years, the Private Bank’s comprehensive and integrated product offering, commitment to innovation and integrity, and focus on placing the interests of its clients first and foremost have made J.P. Morgan an advisor of choice to people of significant wealth around the world.
About JPMorgan Chase
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.7 trillion and operations worldwide. The Firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of customers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.