J.P. Morgan Wealth Management Santa Barbara (State & Victoria)
Our Services
Your advisor is your personal guide to the full range of J.P. Morgan's capabilities, providing a single point of access for managing your entire financial life.
Wealth Planning
We combine industry-leading analysis with individualized strategies to help you grow, protect and transfer your wealth by managing your taxes and cash flow.
Investment Management
We provide tailored portfolio management informed by J.P. Morgan’s proprietary data and research, helping you best allocate your assets and capitalize on emerging market trends.
Banking
Our dedicated banking specialists are experts at helping you simplify your finances, and our digital banking tools allow you to securely access and manage your money whenever you need to.
Lending
We offer a wide range of tailored lending options, including individualized credit strategies, securities-backed lending and personalized financing, backed by the strength of J.P. Morgan.
Santa Barbara Teams
Insights
Investing
Election year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read Now
Outlook
Heard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read Now
Wealth Planning
Financial considerations for multigenerational households
May 9, 2024Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Cybersecurity
Rise of the AI chatbots: More data. Greater danger.
May 8, 2024Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
Investing
Alternative Investments in 2024: Our suggestions on what to watch
May 8, 2024Five alternative investment strategies that can potentially help investors capture returns and meet financial goals.Read Now
Investing
The case for alternative investments
May 8, 2024Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
Wealth Planning
Act now? Your estate taxes may go up in 2026
May 7, 2024If you plan to share your wealth, now may be a good time to put a plan in motion. Addressing these quantitative and qualitative issues before you act can help your plans succeed. Here’s how.Read Now
Outlook
April 2024 jobs report: 175,000 jobs added, lower than forecast
May 6, 2024The U.S. economy added 175,000 jobs in April, signaling a rebalancing labor market.Read Now
Outlook
May 2024 Fed meeting: Rates hold steady
May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read NowInvesting
Election year investing jitters? Considerations that could set you at ease
May 13, 2024History has shown that elections can have a minimal effect on the stock market in the long run. However, there are often implications for investors. Here’s what we believe you should know.Read NowOutlook
Heard on the Street: 5 things we’ve learned from Corporate America
May 10, 2024As earning season winds down, here’s what we’ve picked up.Read NowWealth Planning
Financial considerations for multigenerational households
May 9, 2024Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowCybersecurity
Rise of the AI chatbots: More data. Greater danger.
May 8, 2024Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowInvesting
Alternative Investments in 2024: Our suggestions on what to watch
May 8, 2024Five alternative investment strategies that can potentially help investors capture returns and meet financial goals.Read NowInvesting
The case for alternative investments
May 8, 2024Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowWealth Planning
Act now? Your estate taxes may go up in 2026
May 7, 2024If you plan to share your wealth, now may be a good time to put a plan in motion. Addressing these quantitative and qualitative issues before you act can help your plans succeed. Here’s how.Read NowOutlook
April 2024 jobs report: 175,000 jobs added, lower than forecast
May 6, 2024The U.S. economy added 175,000 jobs in April, signaling a rebalancing labor market.Read NowOutlook
May 2024 Fed meeting: Rates hold steady
May 3, 2024The Federal Reserve held rates steady and described an uncertain path toward rate cuts in 2024. Read more about the implications of the Fed’s latest decision.Read NowAbout Us
At J.P. Morgan Wealth Management, we will work closely with you to understand your unique needs and create solutions designed to help you meet your financial goals. Our experienced advisors excel at tailoring individual portfolios utilizing J.P. Morgan’s robust investment capabilities.
Find an advisor
Careers at J.P. Morgan Wealth Management Santa Barbara
J.P. Morgan Wealth Management offers financial advisors the best of both worlds -- a boutique and a global powerhouse. As an advisor at J.P. Morgan, you would have access to award-winning teams across the firm, top-notch research and thought leadership – all backed by a fortress balance sheet.