Board & Staff
Jonathan Pueschel is a Banker with JPMorgan’s Private Bank, focusing primarily on the New York Metro area and New Jersey. He is responsible for developing and executing comprehensive wealth management strategies for ultra-high net worth individuals and families, executives, entrepreneurs as well as foundations and endowments. Jon joined J.P. Morgan in 2009 and has spent the past 7 years working closely with some of the Private Bank’s largest family office and foundation relationships.
Jon holds a B.S. degree in Accounting and Finance from The George Washington University. He also holds series 7 and 63 FINRA licenses, and is a Certified Financial Planner, CFP®. Jon lives with his wife in New York City.