Our Mission & History
Zilen Financial LLC provides RIAs, family offices, and wealth managers with private-bank-grade operational depth without the burden of hiring full-time headcount. Founded on 5+ years of experience at JPMorgan Private Bank—supporting $3B+ in UHNW assets and $20MM+ in weekly transactions—we deliver expert administrative support for numerous client-service items like account maintenance, documentation, and transaction coordination. We function solely as your operational infrastructure, ensuring all investment decisions and fiduciary controls remain strictly with the advisor and custodian at all times.
Our Leadership
Jonathan Bruns
Jonathan has over five years of experience at JPMorgan Private Bank supporting operations for ultra-high-net-worth relationships, and almost ten years of experience in the banking industry. With this extensive financial background, every client will receive first-class, operational excellence.
Owner