Form ADV Brochures / Brochure Supplements and Adviser Privacy Notices
Click the applicable link(s) in Part A below to view or print J.P. Morgan Securities' Form ADV brochures for the J.P. Morgan Securities investment advisory programs; J.P. Morgan Securities' privacy notice is appended to the end of each brochure.
Click the applicable link(s) in Part B below to view or print the Form ADV
To view or print the Form ADV brochure supplement(s) for your J.P. Morgan Securities Financial Advisor(s), use the name search tool in Part C below.
In order to view or print any of the documents, you must have installed Adobe Reader® (available for download free of charge at Adobe's Web site).
Please review these documents carefully. For more information or to request a hard copy of any of these documents, please contact your J.P. Morgan Securities Financial Advisor or call (800) 999-2000.
Part A: J.P. Morgan Securities Form ADV Brochures and Privacy Notice
- Consulting Services Program Brochure – covers the Strategic Investment Services (STRATIS), Investment Counseling Services (ICS), Horizon, Unified Managed Account (UMA) and Systematic Managed Accounts (SMA) Programs
- Portfolio Manager Program Brochure
- Portfolio Advisor Program Brochure