J.P. MORGAN WEALTH PARTNERS

 

The personal attention of a one-on-one relationship.
The strength of a global financial leader.

Substantial wealth demands bespoke strategies that connect each facet of your financial life. Supported by J.P. Morgan’s firm-wide capabilities, we design wealth plans tailored to your unique and complex goals.

 

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A Nuanced Understanding of Wealth

Expect a superior level of care and understanding of your sophisticated needs based on our years of experience serving some of the nation’s wealthiest individuals and families.

A Comprehensive Approach

We take a 360-degree view of your finances, from executive compensation and multigenerational wealth transfer to liquidity events and charitable giving. 

Exclusive Access

Take advantage of J.P. Morgan’s firm-wide capabilities for exclusive — and sometimes unconventional — opportunities for growth. 

Trusted Advice Whenever You Need It

Get timely guidance for your evolving needs from specialists who can help you navigate major wealth events, however quickly they arise.

Integrated Digital Tools

Access all your accounts, plus robust investment tools and powerful market insights all in one place with a streamlined digital experience.

Focus on what matters to you

Get a single point of access for managing your and your family’s financial life.

Wealth Planning

Industry–leading analysis combined with bespoke tax and cash flow strategies to help you grow, protect, and transfer your wealth.

Investing

Portfolio management built around our proprietary data and research with exclusive access to a broad range of alternative investments.

Banking

Personalized service, flexible solutions, and real-time access to specialists to streamline and simplify the way you access and manage your money.

Lending

Tailored credit strategies, securities-backed lending and personalized financing options to pursue your goals and passions.

Recognized by the Industry

Barron's

Top 100 Financial Advisors

Barron's

Top 1200 Financial Advisors

Barron's

Top 100 Women Financial Advisors

Barron's

Top 50 Private Wealth Management Teams

Forbes

Top Wealth Advisors

Forbes

Best-in-State Wealth Advisors

Forbes

Top Women Wealth Advisors

Financial Times

Top 400 Advisors

Personalized guidance begins with a conversation.

Connect with us

Find a J.P. Morgan Wealth Partner near you.

Explore our locations

Wealth Planning Insights

Get ahead of market trends with J.P. Morgan’s industry-leading analysts, researchers, and thought leaders.

 

Wealth Planning

Retirement: Planning for what’s next

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Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck

To learn more about J. P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our  J.P. Morgan Securities LLC Form CRS and  Guide to Investment Services and Brokerage Products.

This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. 

This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.

Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call.  Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.​

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Please read additional Important Information in conjunction with these pages.