Holistic investment management
An investing experience centered on your goals
When you invest with us, your Wealth Advisor examines your full financial picture to ensure that your portfolio and wealth plan are working together to help you achieve what’s most important to you and your family.
1
Discovery
First, your Wealth Advisor will learn about your current lifestyle and future aspirations and help you define your personal and financial goals.
2
Analysis
Next, your Wealth Advisor will build a personalized wealth management plan based on your risk tolerance, time horizon and liquidity needs.
3
Action
Your Wealth Advisor will identify opportunities that align with your priorities and transition your assets into a custom-built portfolio.
4
Monitor
As market conditions evolve, your Wealth Advisor will connect with you regularly and help you adjust your portfolio to support your life journey.
A suite of strategies tailored to your needs
A suite of strategies tailored to your needs
Core investment advisory portfolios
Explore multi- and single-asset offerings from in-house and third-party providers with broad implementation possibilities.
Brokerage & capital markets resources
Leverage our brokerage trading products and resources to help you achieve timely, tactical and strategic investment goals.
Alternative investments
Access a carefully curated set of high-conviction, long-term opportunities to help you diversify your portfolio.
Corporate retirement plan strategies
Meet your small business and qualified retirement plan needs with sophisticated strategies that include boutique products backed by global resources.
Thematic investing strategies
Capitalize on themes that may define the post-pandemic future, like artificial intelligence, digital payments, automation, precision medicine and de-carbonization.
Top perspectives in the industry
Investing
The potential benefits of alternative investments
Mar 21, 2025
Explore the primary roles alternatives play in a portfolio and why more investors are considering them.
Read more
Investing
Paying with debt: How to leverage your investments
Jun 26, 2025
Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.
Read more
Investing
Where to invest cash to boost its yield
May 30, 2025
Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.
Read more
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.
Explore more services
Explore more services
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.
Lasting family wealth
Our seasoned specialists help support your family dynamics and governance, philanthropy, lifestyle and family office needs.
Integrated banking services
Access tailored products and services to help you manage your day-to-day cash flow, and get ongoing support from our dedicated banking service team.
References
J.P. Morgan Keeps Global Research Crown. Extel Insights. Extel. December 12, 2024 https://www.extelinsights.com/news/latest-rankings/2e55hsawzab87x10ptg5d.
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