An elevated level of service
Wherever you’re at on your journey, your Wealth Advisor is there to connect you to J.P. Morgan’s vast network of experienced specialists and personalized services.
Your single point of contact for all your financial needs
Disciplined wealth planning
Realize your vision for the future and prepare for each life milestone with a multigenerational wealth plan that supports your objectives, risk tolerance and time horizon.
- Trust and estate planning
- Philanthropic, retirement and education planning
- Concentrated position management
- Liquidity event planning and specialized stock services
Holistic investment management
Your Wealth Advisor will help you allocate your assets, navigate market trends and make strategic investment decisions that support your goals, backed by the expertise of our experienced research team.
- Corporate retirement plan services
- Custom investment strategies and portfolio management
- Cash and liquidity management
- Broad range of alternative investments
Personalized lending strategies
Explore customized financing options and strategies to help you meet liquidity demands and fund large purchases, such as real estate, fine art, yachts and private aviation.
- Tailored credit strategies
- Securities based lines of credit and fixed rate term loans
- Mortgages and real estate lending
- Custom credit and financing strategies
Integrated banking services
Access tailored banking products and services to help you manage your day-to-day cash flow, and get ongoing support from our dedicated service team.
- Personal banking assistant to help you transition your accounts
- Real-time support for special requests
- Cybersecurity and protection
- Secure tools to manage your money from any device
Strategies to help foster lasting family wealth and success
Our seasoned Family Wealth specialists help you navigate the unique opportunities and challenges of wealth, supporting your family dynamics and governance, philanthropy, lifestyle, and family office needs.
Wealth Planning
Think before you move: How to think about redomiciling
Jul 10, 2025
Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.
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Wealth Planning
When is a custodial account a good choice?
Jun 18, 2025
What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.
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Wealth Planning
Managing stock-based compensation in private companies
Jun 04, 2025
If you are an employee of a private company, part of your compensation may be paid in stock, restricted stock units, stock options, or other company securities leaving you with no good way to convert that stock or option into cash until there is a liquidity event. It is important to make sure to be compliant with SEC rules and your company’s policies while maximizing the value of your stock-based compensation.
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Start a conversation
Our partnership begins by getting to know you personally. To get started, you can search our network to find a Wealth Advisor to work with locally or virtually, or click here to tell us about your needs and we’ll reach out to you.
Learn more and explore
See our approach
Learn about our highly personalized approach to wealth management, as well as our digital tools, cybersecurity resources and community initiatives.
Discover more ways to invest
Explore more investment solutions from J.P Morgan, including online investing tools and a range of remote and community-based advisor services.
LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA 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 (PDF) 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.
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 adviser, member FINRA, and SIPC. Insurance products 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.
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.
Please read additional Important Information in conjunction with these pages.
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