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Shawn F. O'Neill

Managing Director

Shawn F. O'Neill

206.461.0173

shawn.oneill@jpmorgan.com

1201 Third Avenue, Suite 5100
Seattle, WA 98101

About Shawn

Shawn has been advising high-net-worth clients for over 25 years and focuses on creating customized investment programs designed to efficiently and thoughtfully grow and preserve wealth. His customized investment process will often include pretransaction strategy discussions, an asset allocation design, portfolio construction and ongoing dialogue. Shawn ensures that best practices in lending, asset purchase, tax, trust and estate planning, personal insurance and income generation are being adequately implemented and utilized. He strives to add value consistently across a relationship.

Shawn leverages J.P. Morgan’s robust investment platform. He believes that true diversification continues to be one of the most impactful return-enhancing and riskreducing tools in an investor’s arsenal. This style of investing typically includes participation in some or all of the following investment categories: private credit, private opportunistic real estate, growth private equity, real assets and impact investing.All are dependent upon a client’s suitability.

Shawn is also a believer in thorough and personalized attention to all areas critical to a family’s financial life—both in the present as well as for future generations. He believes in developing strong working relationships with a client’s other important trusted advisers—typically accountants, trust and estate attorneys, lenders and personal insurance coverage specialists.

A graduate of Tufts University, Shawn earned a B.A. and is a 20-year member of the Tufts Alumni Admissions Program. He is currently involved in a number of notfor-profit and community organizations including The Bloedel Reserve, where he is a trustee, and the Bainbridge Island Junior Football Association, a youth tackle-and-flag football league where he is currently serving as president. Shawn is married with four children and in his spare time enjoys traveling internationally, cooking, playing guitar and coaching tackle football and basketball.

 

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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

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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.

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