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 Banking, Asset Management and Private Client Services teams.

Our services are designed to help 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 our clients achieve their unique financial goals.

Solutions for individuals and families include:

  • Private Banking
    Provides wealth management solutions, including investments, liquidity and credit management, and tax and estate planning, to meet clients’ individual needs
  • Retirement Savings
    Helps clients achieve retirement goals through all-encompassing solutions
  • Investment Management 
    Offers strategies and advice that span the full spectrum of asset classes based on consistent investment processes and exceptional research capabilities
  • Structured Products
    Develops products across asset classes that can provide enhanced returns and greater portfolio diversification
  • Wealth Management & Brokerage
    Creates solutions that address clients’ specific needs from strategic investment and professional portfolio management to a broader range of wealth management services
  • Mutual Funds
    Offers U.S. investors a range of mutual funds to build portfolios to suit various investor goals and objectives

Additional personal financial services are available in the United States under the Chase brand.


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