We no longer support this browser. Using a supported browser will provide a better experience.

Please update your browser.

Close browser message
Margaret Flynn
Having first-hand experience navigating liquidity events, I find it personally gratifying to guide entrepreneurs, concentrated stockholders and executives to consider the opportunities and complexities that surround sudden wealth.

Margaret Flynn

Executive Director

Margaret Flynn


212.464.0484

margaret.l.flynn@jpmorgan.com

277 Park Avenue, 3rd Floor
New York, NY 10172

About Margaret

Margaret Flynn is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management. Margaret works closely with individuals, as well as their families and foundations, to deliver financial strategies that address all aspects of their balance sheets, including cash and investment management, lending, trust and estate planning and philanthropy. Drawing upon the resources and strategies of J.P. Morgan, Margaret takes a comprehensive approach to help clients secure their financial futures through informed decision making at every life cycle stage and through changing market conditions.

Having first-hand experience navigating liquidity events, Margaret finds it personally gratifying to guide entrepreneurs, concentrated stockholders and executives to consider the opportunities and complexities that surround sudden wealth. She brings a consultative approach and partners with her clients’ attorneys and accountants as they manage the tax implications and legal aspects that can impact such events. Her focus is to deliver investment management strategies that target individualized goals and help provide for overall financial well-being.

Margaret’s vast prior experience is deeply rooted in technology and technology investing. She is the former Head of Technology Strategy and Innovation for J.P. Morgan’s Asset Management business, where she identified potential new opportunities, and found ways to facilitate and accelerate their adoption. From 2002 to 2004, she led Advisory Services at J.P. Morgan’s LabMorgan, an incubator arm focused on early investing, intellectual property and external ventures.

Earlier in her career, Margaret was a founding member of the principal investing group at a public consultancy, where she executed private equity investments in financial services and media companies. For seven years, she owned an advisory services consultancy, where she focused on providing investment advisory and merger integration services. She has also held senior-level management roles at several startups at which she went through both acquisition and IPO transactions. Most recently, Margaret was a Senior Banker at J.P. Morgan Private Bank. She joined J.P. Morgan in 2017, and uses the totality of her experiences leading new markets, identifying emerging opportunities and managing business expectations to work with individual investors and help provide strategic wealth management guidance.

Margaret earned her B.A. in Cognitive Psychology from Columbia College and her M.B.A. from the Stern School of Business at New York University. She holds the Series 7 General Securities license as well as the Series 63 license. She is involved with the entrepreneurship programs at both NYU and Columbia, and fundraises for Columbia, as well as volunteers for Columbia College Women and her son’s elementary school. Margaret and her family reside in New York City, and in her free time, she enjoys running, playing tennis and competitive sailboat racing.

 

Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Equal Housing Opportunity logo

J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.