Jonathan (Jon) Fumio Alika Shibata

Senior Vice President, Private Client Advisor

Professional Profile

Jon Shibata is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Los Angeles, California. Jon advises high- and ultra-net-worth families, entrepreneurs, and non-profit institutions across multiple disciplines, including wealth planning, investment management, trust and estate planning services, philanthropic strategies, and specialized credit and lending solutions.

Recognizing that each client relationship has unique interests and priorities, Jon leads a team of in-house, wealth management specialists to architect and deliver thoughtful financial strategies.   He also facilitates access and integration to the vast resources of Bank of America’s entire enterprise.  Business owners rely on Jon’s advice to navigate complex situations, including transitioning or selling their business.  Jon provides strategic guidance and a broad suite of philanthropic services to help families and institutions to align their values with their overall investment plan to create long-lasting legacies.  Working with multi-generational family relationships and their advisors, Jon addresses the challenges of significant wealth by offering perspectives and guidance helping families make informed decisions about their future and achieve their financial goals.

Jon began his career in the financial services industry in 2005, providing guidance to hyper-growth businesses. He joined Bank of America in 2011 and Bank of America Private Bank (formerly U.S. Trust) in 2013.  Jon holds multiple leadership roles, including the development of strategies across multiple lines of business meant to continually improve client relationships.  He also takes pride in being a mentor for multiple bank employee networks.

Jon earned his Bachelor’s degree from the University of Iowa Tippie College of Business and his M.B.A. with high honors from The Graziadio School of Business at Pepperdine University. While at Pepperdine, he gained investment banking experience and contributed to The Graziadio Business Review publication. As an Eagle Scout recipient, Jon also enjoys making an impact with organizations that focus on community development and other environmental and socially responsible causes. He and his wife, Katie, love traveling, especially with their rescue dog, Alika.

LANGUAGES

  • Spanish

EDUCATION

  • Pepperdine University
  • University of Iowa

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.