Protect your family's legacy 

Ultra-high-net-worth individuals and families face unique challenges—and opportunities. Through our Family Wealth Platform, our experienced Wealth Partners can help you manage your lifestyle needs and navigate family dynamics and philanthropy.

Find a Wealth Partner

Our goal is to simplify clients’ lives by being their single point of contact for all of their investment, personal finance, and lifestyle needs.

Family Lifestyle Offering

Manage your family's lifestyle needs

Your Wealth Partner can facilitate personal introductions to third-party specialists who can support your family’s day-to-day activities—connecting you to a curated  network of experts across critical areas of family life, such as healthcare, education, private aviation and cyber security.

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In-House Family Dynamics Team

Foster dialogues across generations

Participate in in-depth discussions, led by our in-house Family Dynamics Team, to help you and your family understand each other’s concerns and aspirations. These conversations can help your family translate your shared values into a mission and approach to managing family wealth—including opportunities for younger generations to become a meaningful part of the conversation.

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Private Briefing Experience

Meet with our experts and thought leaders

Discover the full power of our partnership with a Private Briefing with our senior leadership. We’ll introduce you to our subject matter experts and industry specialists in an intimate, one-on-one setting with a schedule curated exclusively for you and your family.

Top perspectives in the industry

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Investing

How to invest in AI’s next phase

May 23, 2024

We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.

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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 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