J.P. Morgan Private Bank provides customized financial advice to help wealthy clients and their families achieve their goals through an elevated experience.
Clients of the private bank work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, lending, banking, philanthropy, family office management, fiduciary services, special advisory services and more.
Jennifer Marks is a Managing Director and Market Team Lead in the Long Island office in Greenvale, 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.
Jennifer partners with her clients to understand their complex lives from all angles. She draws upon J.P. Morgan’s global resources to develop the strategies that will propel clients toward their long-term objectives. 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 Diversity 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.
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. Jennifer enjoys spending time at the beach, exercising, and exploring the area’s parks and museums with her husband and two children.
What has enabled you to be successful? “I attribute my success to my curiosity. Being curious throughout my career has enabled me to explore how I can expand in my own role as a banker and work with partners to support my clients to achieve their goals.”
