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
Debt Ceiling: Déjà Vu
April 20, 2023With the government up against its spending limit, negotiations are brewing in Congress. Investors’ best move now? Stay the course.Read Now
Investing
Why 2023 may still be good for private markets
April 20, 2023As market volatility pushes down valuations, now may be the time to think about investing.Read Now
Wealth Planning
Tax deferral can sometimes be a costly mistake
April 19, 2023You could unnecessarily pay almost double in taxes if you don’t defer with care. Be sure to put the right assets in the right types of accounts.Read Now
Cybersecurity
Don't get burned by scams on your summer holiday
April 19, 2023Summer brings sun, fun and relaxation, but it can also bring scammers. When planning your vacation, be sure to leave these SPFs — scams, phonies and frauds — behind.Read Now
Wealth Planning
Looking to buy or sell a house in today’s strange U.S. market?
April 19, 2023Disruption sparked by COVID-19 looks likely to play itself out relatively soon. But each area’s story will probably be dramatically different.Read Now
Wealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2023There are a myriad of “teachable moments” buried in ordinary everyday decisions and activities that can help children develop financial awareness and a sense of responsibility.Read Now
Retirement
3 ways to stay active while in retirement
April 16, 2023Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
Investing
The bull and bear cases for 2023
April 13, 2023From the global economy to stocks and bonds, investors consider the path forward for a market that’s looking much different this year than last.Read Now
Investing
3 steps you can take to maximize tax alpha
April 13, 2023Tax-loss harvesting strategies offer an efficient way to reduce your tax bill – here are three ways to keep the tax benefits coming for longer.Read NowInvesting
Debt Ceiling: Déjà Vu
April 20, 2023With the government up against its spending limit, negotiations are brewing in Congress. Investors’ best move now? Stay the course.Read NowInvesting
Why 2023 may still be good for private markets
April 20, 2023As market volatility pushes down valuations, now may be the time to think about investing.Read NowWealth Planning
Tax deferral can sometimes be a costly mistake
April 19, 2023You could unnecessarily pay almost double in taxes if you don’t defer with care. Be sure to put the right assets in the right types of accounts.Read NowCybersecurity
Don't get burned by scams on your summer holiday
April 19, 2023Summer brings sun, fun and relaxation, but it can also bring scammers. When planning your vacation, be sure to leave these SPFs — scams, phonies and frauds — behind.Read NowWealth Planning
Looking to buy or sell a house in today’s strange U.S. market?
April 19, 2023Disruption sparked by COVID-19 looks likely to play itself out relatively soon. But each area’s story will probably be dramatically different.Read NowWealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2023There are a myriad of “teachable moments” buried in ordinary everyday decisions and activities that can help children develop financial awareness and a sense of responsibility.Read NowRetirement
3 ways to stay active while in retirement
April 16, 2023Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowInvesting
The bull and bear cases for 2023
April 13, 2023From the global economy to stocks and bonds, investors consider the path forward for a market that’s looking much different this year than last.Read NowInvesting
3 steps you can take to maximize tax alpha
April 13, 2023Tax-loss harvesting strategies offer an efficient way to reduce your tax bill – here are three ways to keep the tax benefits coming for longer.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.