Tom Beaty

Portfolio Manager-Equities at JPMorgan Private Wealth Advisors LLC

Finance

Consumer Services

Profile

Mr. Thomas E.
Beaty is a Wealth Manager at JPMorgan Private Wealth Advisors LLC.
He is also a Senior Managing Director of the firm.
He is an advisory board member and former board chair of the Greater Bay Area Make a Wish Foundation, a professional advisor committee member of the East Bay Community Foundation and an advisory board member of the Moraga Education Foundation.
Before joining First Republic, Mr. Beaty was a Private Client Advisor with U.S Trust, where he advised clients in the areas of asset allocation, investment management, estate and wealth transfer planning, and alternative investments.
Previously, he was an Investment Consultant and Office Director for City National Bank’s wealth management group in San Francisco and a Director of Business Development at Scudder Private Investment Counsel.
Mr. Beaty received a Bachelor’s degree in Business Administration from the University of Iowa and is a Certified Financial Planner professional.

Tom Beaty active positions

Companies	Position	Start
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.	Portfolio Manager-Equities	2010-08-31

All active positions of Tom Beaty

Former positions of Tom Beaty

Companies	Position	End
City National Bank (Los Angeles, California) City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA.	Corporate Officer/Principal	-
Scudder Private Investment Counsel /Boston Operations/	Corporate Officer/Principal	-
US Trust	Corporate Officer/Principal	-

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Training of Tom Beaty

University of Iowa

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	4
US Trust	Finance
City National Bank (Los Angeles, California) City National Bank (Los Angeles, California) Major BanksFinance City National Bank engages in the provision of banking services. It offers commercial, private, preferred, wealth management, international banking, treasury management, and real estate services. The company was founded on January 4, 1954 and is headquartered in Los Angeles, CA.	Finance
Scudder Private Investment Counsel /Boston Operations/	Finance
JPMorgan Private Wealth Advisors LLC JPMorgan Private Wealth Advisors LLC Investment ManagersFinance JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.	Finance

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