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 brochure(s)/brochure supplement(s) and privacy notice(s) of any investment manager(s) managing your account(s) in the Strategic Investment Services (“STRATIS”), Unified Managed Account (“UMA”), Customized Bond Portfolios (“CBP”) and/or J.P. Morgan Core Advisory Portfolio (“JPMCAP”) Program(s), and/or for any model portfolio provider(s) whose model portfolios you have selected for your account(s) in the UMA Program. The privacy notice of each investment manager and model portfolio provider is either incorporated into the body of, or appended to the end of, its Form ADV brochure. Form ADV brochures/brochure supplements and privacy notices of investment managers in the Investment Counseling Service (“ICS”) Program can be obtained by contacting those managers directly.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(s) or call (800) 999-2000.
Part A: J.P. Morgan Securities Form ADV Brochures and Privacy Note
Part B: Form ADV Brochures/Brochure Supplements & Privacy Notices for Investment Managers (CBP, JPMCAP, SMA, STRATIS and UMA Programs) and Model Portfolio Providers (UMA Program)
Part C: Form ADV Brochure Supplement(s) for your J.P. Morgan Securities Financial Advisor(s)