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Our goal is simply to help our clients move/transfer their finances smarter, collect debts better and save/invest more towards a brighter financial tomorrow. We management clients' personal wealth, while simultaneously focusing on preservation and growth. We proudly serve individuals, firms with complex assets and/or the need to relocate/transfer or convert such assets; professionals/lenders, senior-level executives and entrepreneurs, as well as foundations and endowments.

Our business is based on the following principles:


Our clients come first; we conduct their business with the utmost respect and secrecy.


We listen to our clients' personal goals and then adapt to their needs accordingly.


We apply innovative thinking to our expertise, creating beneficial new service offerings.

Our commitment to our clients:

Act in utmost good faith
Serve the best interests of every client
Disclose all material facts & conflicts
Identify & avoid conflicts of interest
Manage investment expenses with proactive responsibility

You can always bank on us!


Latest News PLEASE NOTE - Joint American Trust Bank (JATB) Changing Gears

It is imperative that we notify our clients/customers, shareholders/investors that JATB is going through a phase in our polio-review. JATB is still committed to giving the same outstanding service but in a better and clearer manner. Due to this polio-review, JATB may unveil new service designs this would not in any way affect your account status as our client or your financial position as a shareholder or investor.

We apologize for any inconvenience this may cause you and we guarantee this would not affect any financial engagement on the platform. We apologize for posting this now, we only wanted to make sure we are ready for the paradigm shift. For further information, please contact the Joint American Trust Bank Client services team on info@jointatb.com (7am to 5pm PST daily).

Investment Products: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value
Credit subject to approval. Terms and conditions apply. Programs, rates, terms and conditions subject to change without notice.
Copyright © 2018 Joint American Trust Bank. Joint American Trust Bank is authorised by - virtue of her management team - MLOC.
JATB is not a Prime Bank so may not be rated publicly as it is privately held. Private Direct Banks are not required to release internal financial information. JATB models her security standards as stipulated by the OCC. Joint American Trust Bank and the bird logo are our trademarks. NMLS#: 1500292