Email Print

Individuals & Families

Individuals and families require investment products and services that serve a host of needs. J.P. Morgan offers individual and family investors a world-class asset and wealth management platform through our Private Bank, Asset Management and Private Wealth Management teams.  Services are designed to help you build wealth, manage it prudently and pass it on to future generations. We foster long-term client relationships by offering tailored solutions designed to help individual investors and families achieve their unique financial goals. 

Solutions for individuals and families include:

• Investment Management and Advice  
• Managed Accounts
• Mutual Funds  
• Private Wealth Management  
• Retirement Savings  
• Short-Term Cash Management  
• Trust Services  
• Wealth Transfer
  

Additional personal financial services are available in the United States through our retail company under the Chase brand.

J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co., and its affiliates worldwide. J.P. Morgan Private Bank is the marketing name for the private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide.