Claudia Lovell

Regional Business Leader, J.P. Morgan Wealth Management
NEWPORT BEACH / CORONA DEL MAR / LOS ANGELES / SAN DIEGO / SANTA BARBARA

Claudia Lovell

Regional Business Leader, J.P. Morgan Wealth Management
NEWPORT BEACH / CORONA DEL MAR / LOS ANGELES / SAN DIEGO / SANTA BARBARA
  • Wealth Management Experience Since 2006
    Claudia Lovell is a Managing Director and Market Leader with J.P. Morgan Wealth Management. Ms. Lovell oversees Advisors in the Southern California region, including Los Angeles, Century City, Newport Beach, San Diego and Santa Barbara. She is responsible for sales strategy, recruiting and collaboration across all areas of J.P. Morgan. Ms. Lovell joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Ms. Lovell was a Senior Vice President and Regional Business Leader at First Republic since 2019. Prior to First Republic, Ms. Lovell spent 13 years at UBS where she held a variety of leadership roles including, Executive Director and Branch Manager of the Century City office, and Deputy Branch Manager at the Los Angeles Private Wealth Office. Prior to that, Ms. Lovell spent six years on the municipal trading desk covering financial advisors and clients across the west coast.
  • Community Involvement
    Ms. Lovell lives in Westwood with her husband Ken and two daughters, Sloan and Taylor; she is actively involved in her daughters’ schools, Saint Paul the Apostle and Brentwood Presbyterian Church Preschool.
  • Education
    Ms. Lovell holds a Bachelor of Arts degree in Economics from Vassar College, where she was involved in numerous student groups and graduated with honors. Her studies included a year abroad at the London School of Economics and Political Science.
Email me
Check the background of the firm and its investment professionals on .