Jeremy Barnum

Chief Financial Officer at JPMorgan Chase & Co

Since May 2021

Age

52 years

Tenure

Has been with JPMorgan Chase for over a decade, serving in various senior roles including CFO and heading global research within the Corporate & Investment Bank before assuming the role of Chief Financial Officer in May 2021.

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About

Jeremy Barnum has played a pivotal role in JPMorgan Chase's financial leadership since he became Chief Financial Officer in May 2021. Prior to this role, he held senior positions at the firm, including serving as Head of Global Research for the Corporate & Investment Bank and as CFO and Chief of Staff for the Corporate & Investment Bank from July 2013 to February 2021.

In his current position, he has been responsible for overseeing the firm’s financial operations, managing its balance sheet, capital, and liquidity through challenging market conditions. His leadership also involved successfully executing the First Republic Bank transaction and engaging in regulatory advocacy efforts on issues such as the Basel 3 Endgame and Globally Systemic Important Bank proposals.

While detailed personal background and educational history are not available, his extensive experience and commitment to improving financial forecasting, reporting, and risk management at JPMorgan Chase have been emphasized in multiple engagements with investors, analysts, and regulators.

Past Roles

Organization	Role	Date Range	Details
JPMorgan Chase	Head of Global Research for the Corporate & Investment Bank (CIB)	February 2021 - May 2021	N/A
JPMorgan Chase	Chief Financial Officer and Chief of Staff for the Corporate & Investment Bank (CIB)	July 2013 - February 2021	N/A

Fixed Compensation

Data from FY 2023

Component Name	Amount	Payment Schedule	Additional Details
Salary	$750,000	Annual	Fixed base salary
Miscellaneous Compensation	$5,000	Annual	Includes various miscellaneous items
Pension Change/Deferred Earnings	$16,257	Annual	Change in pension value and non-qualified deferred compensation earnings

Performance Compensation

Data from FY 2023

Cash Incentive Compensation

Component	Amount	Performance Metrics	Payment Schedule	Additional Details
Cash Incentive Compensation	$5,700,000	No detailed performance metrics provided	Annual (based on 2023 performance)	Paid based on 2023 performance

Restricted Stock Units (RSUs)

Component	Number of Units	Grant Date	Grant Date Fair Value	Vesting Schedule	Additional Details
RSUs	24,042	January 17, 2023	$3,375,000	Vest in two equal installments on January 13, 2025 and January 13, 2026	Includes dividend equivalents; no performance metrics provided

Performance Share Units (PSUs)

Component	Target / Maximum	Grant Date	Grant Date Fair Value	Vesting Schedule	Additional Conditions
PSUs	Target: 24,042 / Maximum: 36,063	January 17, 2023	$3,375,000	Vest on March 25, 2026 with a two-year holding period post-vesting	Vesting depends on the firm's performance over a three-year period; performance metrics are not specified