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
Markets and Economy
What this government shutdown may mean for the stock market and investors
October 1, 2025While the broader economic and market impact of a government shutdown is usually modest, there are certain risks to be aware of with this most recent shutdown.Read Now
Family Legacy
Planning for your family and terminal illness
September 30, 2025There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read Now
Wealth Planning
How to take care of a vacant home
September 30, 2025If you’re a fiduciary for an estate, understanding the essential steps and considerations for the vacant home’s maintenance and security is crucial to ensure the property is ready for future use or sale.Read Now
Business Planning
Examining the benefits of the One Big Beautiful Bill for business owners
September 29, 2025Our review of the One Big Beautiful Bill Act, and discussions with business owners following its enactment, focuses on four key provisions.Read Now
Markets and Economy
4 trends we’re watching in the artificial intelligence investing space
September 26, 2025Given AI’s importance to the recent equity rally and its growing impact on the broader economy, it’s fair to wonder: Is the hype for real?Read Now
Business Planning
Considerations for owning a cash-only business
September 25, 2025Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read Now
Markets and Economy
After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
Markets and Economy
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
Family Legacy
Are you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read NowMarkets and Economy
What this government shutdown may mean for the stock market and investors
October 1, 2025While the broader economic and market impact of a government shutdown is usually modest, there are certain risks to be aware of with this most recent shutdown.Read NowFamily Legacy
Planning for your family and terminal illness
September 30, 2025There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read NowWealth Planning
How to take care of a vacant home
September 30, 2025If you’re a fiduciary for an estate, understanding the essential steps and considerations for the vacant home’s maintenance and security is crucial to ensure the property is ready for future use or sale.Read NowBusiness Planning
Examining the benefits of the One Big Beautiful Bill for business owners
September 29, 2025Our review of the One Big Beautiful Bill Act, and discussions with business owners following its enactment, focuses on four key provisions.Read NowMarkets and Economy
4 trends we’re watching in the artificial intelligence investing space
September 26, 2025Given AI’s importance to the recent equity rally and its growing impact on the broader economy, it’s fair to wonder: Is the hype for real?Read NowBusiness Planning
Considerations for owning a cash-only business
September 25, 2025Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read NowMarkets and Economy
After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read NowMarkets and Economy
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read NowFamily Legacy
Are you maximizing your charitable giving?
September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.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.