J P Morgan Private Bank
How we got $5.8M
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Some signs of a sale
- In business 34 years (since 1992)
From public records and the company's website, not a statement that it's for sale.
What they do
J.P. Morgan Private Bank offers wealth planning, investment management and private banking services to high net worth clients and families. The page content is for its Naples, FL office, and it says its mission is to build, preserve and transform clients' wealth.
From the company's website. Industry: Banks & credit unions.
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| J P Morgan Private Bank this business | $5.8M | — |
| Chase Oklahoma City | $1.9M | 0.0 mi |
| IBC Insurance Agency, Ltd – Oklahoma City Oklahoma City | $1.9M | 0.1 mi |
| IBC Bank Oklahoma City | $1.9M | 0.1 mi |
| IBC Mortgage Oklahoma City Oklahoma City | $1.9M | 0.1 mi |
| Oklahoma Educators Credit Union Oklahoma City | $18.2M | 0.2 mi |
| Love's Express Billing Credit Oklahoma City | $1.9M | 0.3 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Depository credit intermediation businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (45%). Treat these as a rough guide.
| Revenue range | $1.7M – $8.6M |
| EBITDA range | $783K – $3.9M |
| Industry (NAICS) | Depository credit intermediation (5221) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
3 locations
| 6303 N Portland Ave | Oklahoma City | This listing |
| 210 Park Ave Ste 2725 | Oklahoma City | View |
| 521 E 2nd St Ste 702 | Tulsa | View |
Revenue, profit and value are for the whole company.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About J P Morgan Private Bank
J P Morgan Private Bank is a banks & credit unions company in Oklahoma City, Oklahoma, in business since 1992. It is owned by Mary Callahan Erdoes (CEO). Its estimated annual revenue is about $5.8M, with roughly $2.6M of EBITDA. It has 3 locations.
Common questions
- Who owns J P Morgan Private Bank?
- J P Morgan Private Bank is owned by Mary Callahan Erdoes (CEO), according to public sources such as the company's website or filings.
- How much revenue does J P Morgan Private Bank make?
- SeeBITDA estimates J P Morgan Private Bank's annual revenue at about $5.8M (likely between $1.7M and $8.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- When was J P Morgan Private Bank founded?
- J P Morgan Private Bank has been in business since 1992.