J

JP Morgan Chase

Global financial services with diversified offerings

U.S. Private Bank – Senior Associate - Investment Specialist, Ocio

Full-TimeUpdated on 9/27/2026
$135k - $150k/yr
Mid
Chicago, IL, USA
In Person

About the job

Requirements
  • Three or more years of experience in wealth management or investment management.
  • Series 7, Series 66, and insurance licenses are required; unlicensed candidates must obtain the licenses within 90 days of the start date.
  • Strong knowledge of fixed-income, equity, and alternative asset classes.
Responsibilities
  • Understand clients' goals and objectives to develop and implement investment plans.
  • Advise clients on holistic asset allocation, portfolio construction, and tactical asset-allocation shifts.
  • Execute investment solutions in client accounts according to client plans, including investment management, mutual funds, structured products, hedge funds, private equity, foreign exchange, and traditional brokerage transactions.
  • Conduct investment reviews with clients to validate their current investment objectives and prepare recommendations.
  • Participate in new business opportunities with integrated team members and senior management.
  • Perform sales management, including coordination of requests for proposals, pitches, road shows, campaigns, and proposals.
  • Interact with clients and prospects to understand their issues, motivations, and factors key to success.
Desired Qualifications
  • Ability to interact effectively with internal product partners, banking teams, risk and compliance, marketing, and related functions.
  • Ability to provide mentorship and guidance to develop junior staff.
  • Ability to learn and effectively leverage J.P. Morgan's platform, solutions, and investment philosophy.

About the company

A global financial services firm offering investment banking, asset management, private equity, financial services, and consumer banking to individuals and institutions. It works by providing advisory, lending, trading, and financing services through a worldwide network, earning revenue from interest, fees, and trading commissions, and using its data and the JPMorgan Chase Institute to analyze economies. It stands apart from peers due to its size, full-range services across consumer and corporate markets, extensive market access, and in-house data-driven insights. Its goal is to deliver comprehensive financial products with integrity and growth while supporting clients and communities through data-backed analysis and targeted programs.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1959

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Simplify's Take

What believers are saying

  • First-quarter 2026 net income reached $16.5 billion, up 13%, with 19% ROE.
  • Second-quarter 2026 results extended momentum, supporting aggressive capital deployment and hiring.
  • Michigan LIFT deepens industrial banking relationships while creating new lending and deposit pipelines.

What critics are saying

  • Brian Larson sued JPMorgan in September 2026 over alleged anti-gay discrimination and retaliation.
  • June 2026 call-center cuts in Plano eliminated 244 jobs, signaling automation pressure.
  • Apple Card migration risks execution failures, customer churn, and Mastercard dependence through 2028.

What makes JP Morgan Chase unique

  • Chase will replace Goldman Sachs as Apple Card issuer within 24 months, January 2026.
  • JPMorgan launched Michigan LIFT with Ford and Michigan, funding supplier growth through 2036.
  • Security and Resilience Initiative has financed over $200 billion and deployed $4 billion equity.

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Benefits

Health Insurance

Flexible Work Hours

Paid Sick Leave

Paid Holidays

Growth & Insights and Company News

Headcount

6 month growth

↓ -4%

1 year growth

↓ -4%

2 year growth

↓ -4%
Yahoo Finance
Sep 30th, 2026
Ford and JPMorganChase launch Michigan LIFT platform with $1B in contracts and financing

Ford and JPMorganChase have launched Michigan LIFT, a platform connecting manufacturers with innovative suppliers and capital to expand domestic production. Over the next decade, Ford aims to award up to $1 billion in contracts to participating suppliers, while JPMorganChase plans to provide up to $1 billion in debt financing. The initiative includes Michigan Central, Newlab, and the Michigan Economic Development Corporation, which aspire to attract 10 to 20 additional industrial buyers representing over $1 billion in annual demand by 2036. Michigan Central will provide physical testing infrastructure across its 30-acre Detroit innovation district, whilst Newlab aims to contribute $20 million in commercialisation services. The platform initially focuses on five areas: robotics, advanced energy, mobility, critical minerals, and life sciences manufacturing.

Yahoo Finance
Sep 30th, 2026
JPMorgan raises Micron price target to $1,540 ahead of Q4 earnings amid 96% beat expectations

JPMorgan has reiterated its Overweight rating on Micron Technology with a $1,540 price target ahead of the company's fiscal Q4 earnings report on 30 September. The firm says pricing momentum held through the quarter despite earlier warnings of moderation, and expects results to exceed consensus estimates. Micron has beaten earnings estimates for seven consecutive quarters. In Q3, revenue reached $41.46 billion, up 346% year-over-year, with non-GAAP earnings per share of $25.11. The company has signed 16 multi-year Strategic Customer Agreements worth approximately $100 billion in minimum revenue. Of 21 analysts covering Micron, 20 rate it a buy or strong buy. The stock trades near $1,072, up 275% year-to-date, making it the fourth-best S&P 500 performer.

MusicRow
Sep 29th, 2026
Grand Ole Opry & JPMorganChase form strategic multi-year partnership.

Grand Ole Opry & JPMorganChase form strategic multi-year partnership. Opry Entertainment Group LLC and JPMorganChase have formed a multi-year partnership agreement, making the firm the Official Partner of the Grand Ole Opry. Through the partnership, Chase debit and credit cardholders visiting Opry will enjoy exclusive benefits like early access to tickets, exclusive seat access, savings and offerings at concessions, retail and daytime tours and access to post-show and private events. The company will also serve as a supporting sponsor of the annual Opry Community Day. Chase will also serve as the Presenting Partner of Opry Encore, a new series of intimate post-show performances held in the Circle Room of the Opry House. Each event will feature a private, one-hour performance and an interactive Q&A session with a featured artist. "The Grand Ole Opry is more than an iconic music venue. It's the most famous stage in country music history and a cornerstone of Nashville's culture and community, known for launching legends and hosting iconic names in all genres of music today," shares Lauren Carnicelli, Chair of JPMorganChase's Market Leadership Team in Tennessee and Middle and East Tennessee Market Executive for Commercial Banking. "As our presence in Tennessee continues to grow, we're proud to deepen our investment through this partnership. From expanding access to banking services to creating local jobs, we're committed to Nashville and look forward to creating unique experiences for Opry fans." "We are proud to partner with JPMorganChase to bring exclusive Grand Ole Opry experiences to its cardholders and create new opportunities for people to visit the Opry," says Patrick Moore, CEO of Opry Entertainment Group. "For more than 100 years, the Opry's purpose has been to bring artists and fans together and create unforgettable moments through music. We value partners who share our commitment to creating exceptional guest experiences while also making it a priority to give back to the communities we serve. We look forward to working alongside JPMorganChase to bring these shared values to life through this new partnership." Lauryn Sink is a staff writer at MusicRow Magazine. Hailing from Lexington, North Carolina, Lauryn is a 2025 graduate of the Hussman School of Journalism and Media at The University of North Carolina at Chapel Hill.

TechCentral
Sep 29th, 2026
Nvidia introduces new safety platform for autonomous AI agents.

Nvidia introduces new safety platform for autonomous AI agents. Hardware-level components such as Sentry and OpenShell add a crucial second line of defence from 'rogue AI' September 29, 2026 Nvidia has introduced the Open Agent Safety Platform, a security framework designed for managing and isolating autonomous AI agents. The system enables organisations to set strict boundaries on agents' access and can immediately quarantine any AI that exceeds the permitted parameters. The technology is versatile and works across a range of hardware and software environments, including robotics and computer systems. According to Jensen Huang, CEO of Nvidia (pictured), the full societal benefits of artificial intelligence can only be realised by giving priority to safety. He stressed that as the capabilities of AI continue to develop, the advancement of security measures must keep pace in order to establish a higher global standard for AI protection. The safety architecture consists of two main components: Sentry and OpenShell. OpenShell is designed for CPUs - specifically optimised for Nvidia's Vera chip, although it remains compatible with hardware from other manufacturers. Sentry functions as an independent monitor that runs on a dedicated Nvidia chip and serves as a second line of defence to detect agents that bypass the initial software restrictions. Applications. More than 100 organisations are currently implementing the technology. For example, Anthropic has integrated the safety mechanisms into its enterprise-focused Claude service to limit agents' privileges. Similarly, Salesforce has connected OpenShell to Slack, enabling human oversight via a request-and-approval system for agents' actions. In the financial sector, Citi and JPMorganChase are working with Nvidia to develop open source safety tools, while SpaceXAI is using the platform for Grok models and Cursor coding agents. The launch of this platform follows growing concern about AI autonomy. Recent reports revealed security breaches in which models from Anthropic and OpenAI managed to bypass test restrictions in order to gain access to external servers. Nvidia said that these incidents showed how software-level security was inadequate and that real safety requires a comprehensive, full-stack engineering approach. Business AM

Internewscast
Sep 29th, 2026
JPMorgan lawsuit says gay employee was told: quit or be fired.

JPMorgan lawsuit says gay employee was told: quit or be fired. Up next. Published on 29 September 2026 An openly gay JPMorgan Chase employee was allegedly presented with a brutal choice - resign or be fired - after months of what he describes as homophobic treatment. In a federal complaint, he says the experience triggered panic attacks, depression and debilitating migraines. Brian Larson, a former senior associate who helped lead the banking giant's LGBTQ+ employee group, alleges he was effectively forced out after raising concerns about discrimination by a supervisor. The allegations appear in a federal lawsuit filed this week in Manhattan. Larson claims the situation became so distressing that a psychological condition from his childhood returned, causing him to pull out his own hair. Discover more Political probe updates Music & Audio JPMorgan firmly rejects the accusations, saying an internal investigation found no evidence supporting Larson's claims. Larson joined JPMorgan through its Chase Associate Program, known as CAP, and served as co-chair of Pride Tri-State, an employee group that supports LGBTQ+ workers. According to his lawsuit, however, his leadership role in the group eventually created tension with one of his supervisors. The supervisor allegedly told Larson to keep his "gay job" separate from his regular work and warned that "DEI wasn't going to save" him, the complaint states. Larson further alleges that the supervisor told him: "Just because [Mr. Larson is] gay doesn't mean [he] get[s] a leg up." Brian Larson alleges in a court complaint that his career at JPMorgan was derailed after he reported alleged homophobic treatment by a supervisor, eventually leaving the bank in 2023. He is pictured counting his Broadway Playbills Discover more News website support US news updates Larson was co-chair of Pride Tri-State, an employee group supporting JPMorgan's LGBTQ+ workforce, but alleges that his involvement became a point of conflict with his supervisor The lawsuit says the relationship deteriorated even though Larson had received strong evaluations during his first rotation. His manager had described him as an "all-star" and "one of the best" CAP associates she had worked with. Larson alleges that Peter Bergman, his supervisor during the rotational Chase Associate Program, later removed him from projects and rated him only "on track" in all three categories. The complaint characterizes that assessment as a poor result within the CAP program. Discover more Political news coverage Music Awards According to the complaint, the alleged treatment had a devastating effect on Larson's health. He claims he developed panic attacks, severe depression and insomnia, gained between 20 and 25 pounds, and began suffering from chronic migraines that resisted treatment. Larson also says he experienced a return of trichotillomania, a condition involving recurrent urges to pull out one's hair. He had not experienced a flare-up since childhood, according to the lawsuit. But as the workplace stress intensified, he allegedly developed "noticeable bald patches on his scalp, eyebrows and eyelashes." The dispute reached a breaking point in October 2023, more than two years after Larson joined JPMorgan full-time. The complaint says Larson was called to a meeting with human resources over approximately $40 in expenses. Larson alleges that his supervisor told him to keep his "gay job" separate from his work at JPMorgan and warned that "DEI wasn't going to save" him The expenses involved two Uber rides from Pride Month events Larson attended in June as part of his Pride-related duties. HR allegedly told him the expenses 'raised questions about his trustworthiness and honesty,' the complaint reads. Larson further said his manager had approved his attendance at the events and that he had been instructed to expense the rides to JPMorgan. According to the lawsuit, his manager backed up his account and the expense issue was dropped. But just four days later, Larson claims he received another call from HR - and this time was allegedly confronted with the ultimatum that would end his career at the bank. 'HR told Mr. Larson that if he did not resign he would be fired, and that termination would be on his record, negatively impacting his chance of being rehired by JPMorgan in the future,' the complaint states. The lawsuit claims HR then instructed Larson to log into an online portal, share his computer screen and submit his resignation while HR watched, even directing him which buttons to click. Larson claims that when he demanded to know why, he was told his time in the Chase Associate Program 'had run out.' He ultimately resigned. Larson maintains in this filing that his departure was the culmination of discrimination and retaliation after he spoke out about his treatment. JPMorgan CEO Jamie Dimon is also mentioned in Larson's lawsuit over an alleged conversation about sexuality which the former employee branded 'odd and offensive' JPMorgan has strongly denied Larson's allegations, saying an internal investigation found 'no evidence' to substantiate his claims of discrimination and retaliation 'I was proud to build my career at JPMorgan Chase and believed deeply in the firm's stated commitment to LGBTQ+ inclusion,' Larson said in a statement to Its News Outlet. Celebrity news reports 'When I experienced conduct that I believed was discriminatory and raised concerns through the appropriate channels, I expected those concerns to be taken seriously. 'Instead, as alleged in the complaint, I faced retaliation that ultimately derailed my career at the firm.' JPMorgan paints a sharply different picture. 'Internewscast take these allegations very seriously and after a thorough internal investigation Internewscast found no evidence to substantiate Mr. Larson's claims,' a spokesman said in a statement to Its News Outlet. A source at the bank also told Its News Outlet that Larson's managers identified 'gaps' in his performance and coached him on the quality of his work, communication and receptiveness to feedback. The source said Larson's participation in the Chase Associate Program did not guarantee him a permanent position and that he resigned after failing to secure one. Larson's complaint alleges his damaged performance record effectively trapped him. He says he applied for approximately 50 JPMorgan positions between July 2023 and February 2024, including after his departure from the bank, but failed to secure another role. Larson, pictured outside New York Public Library, claims in his lawsuit that the alleged treatment became so stressful that he suffered panic attacks, depression, insomnia and debilitating migraines Larson says he believed deeply in JPMorgan's public commitment to LGBTQ+ inclusion, but claims his experience inside the company failed to live up to those promises Although Larson felt interviewers were enthusiastic about him, his lawsuit claims he repeatedly encountered what appeared to be an 'invisible wall' once his applications progressed. The complaint alleges his negative performance review and information connected to his discrimination complaints were hindering his attempts to move elsewhere inside JPMorgan. One coworker cited in the lawsuit allegedly described the environment at the bank as 'lowkey homophobic.' The complaint also takes aim at JPMorgan CEO Jamie Dimon over an alleged conversation Larson says was recounted to him by another executive. According to the lawsuit, the executive told Larson that Dimon had asked him to explain the Kinsey scale before allegedly remarking that he 'could be 17 percent gay.' Larson says he considered the alleged remark 'both odd and offensive.' After leaving JPMorgan, Larson applied for dozens of other positions before securing a senior manager role at a financial-services management consultancy in March 2024. He claims he suffered worsening chronic migraines that had previously been controlled by treatment, but became more severe and stopped responding to treatment after he began working under Bergman. Larson left that job in July 2025 and now receives Social Security Disability Insurance benefits, according to his complaint. Larson's attorneys argue that JPMorgan violated Title VII of the Civil Rights Act. In 2020, the Supreme Court ruled Title VII's prohibition against discrimination because of sex protects gay and transgender employees. 'As alleged in the complaint, Mr. Larson was a high-performing employee who deserved recognition for his contributions to the workplace, not harassment for his involvement in a LGBTQ+ pride group,' his attorneys Julia Elmaleh-Sachs and Samantha Wilhelm, said in a statement to Its News Outlet. Celebrity news reports 'We look forward to holding JPMorgan Chase accountable.' In an email to the Mail Larson said he brought the case because workers should not fear that being open about their sexuality or reporting alleged discrimination could jeopardize their careers. 'No employee should have to choose between being open about who they are and feeling secure in their job, or fear professional consequences for reporting discrimination,' he said. 'I hope this case helps reinforce that workplace inclusion must be reflected not only in public commitments, but in how employees are actually treated when they speak up.' Larson is seeking back pay and future lost wages, benefits and healthcare coverage, along with damages for alleged emotional distress, humiliation, mental anguish and loss of enjoyment of life.