You and your clients can feel confident knowing you have access to the full resources of our global bank, allowing you to address a broad range of client needs through introductions and referrals into other parts of the firm.
J.P. Morgan Advisors
Become a J.P. Morgan Advisor
J.P. Morgan Advisors enjoy the best of both worlds: the global resources of one of the world’s most respected financial firms, and personalized support from our specialized teams—giving you freedom and flexibility to grow your practice.
As we look to hire even more J.P. Morgan Advisors, we’re targeting the best of the best, top-notch advisors. We aim to provide them with the best research, the best equity, the best banking, the best fixed income to serve their clients.
Jamie Dimon
Chairman and Chief Executive Officer, JPMorgan Chase & Co.
Reasons to become a J.P. Morgan Advisor
Reasons to become a J.P. Morgan Advisor
A brand that opens doors
When you’re part of J.P. Morgan, you represent one of the most well-regarded brands in the world. That gives you a powerful point of differentiation that can accelerate your prospecting efforts.
Standing apart from the competition
You’ll benefit from the strength of a global financial institution, from our fortress balance sheet, robust credit and lending, banking capabilities, and our position as one of the world’s largest alternative asset managers and more.
Strategies that go beyond the ordinary
Meet even the most complex client needs with access to flexible, innovative strategies on a robust platform built specifically for serving ultra-high-net-worth clients.
Competitive compensation
Our advisor compensation plan offers a transparent structure designed with additional benefits to reward teams and acknowledge lasting contributions.
Investment intelligence
You’ll get a rich source of market insights and actionable ideas with direct access to one of the world’s most highly respected research franchises, offering global depth and comprehensive experience across asset classes.
Join our team
To learn more about transitioning your practice to J.P. Morgan Advisors, click the button below to find an office near you, then connect with the local regional director by emailing or calling them directly.
Meet the needs of your clients with customized solutions
Brokerage and flexible advisory programs
We offer a full array of Equities, Fixed Income, Mutual Funds, Exchange-Traded Funds and structured products. Use our robust open architecture platform to actively manage your clients’ portfolios utilizing your own investment strategy with support from dedicated trading team members.
Alternatives platform
Tap into the knowledge and experience of our global team for a carefully curated set of high conviction, long-term growth opportunities, with broad implementation possibilities. You’ll also have access to private equity, private credit, real assets, and hedge funds.
Marketing support to help you acquire, deepen and retain client relationships
How we showcase you and your team
A dedicated Field and Advisor Marketing Team is here to help you with your business. At no cost—you will receive professionally written and designed, foundational marketing collateral including: team brochure, team website, and pitchbook materials. Also, you will benefit from an array of modern marketing tools to engage clients and prospects with customizable collateral, targeted campaigns.
Committed to your success
Your dedicated team is available for one-on-one strategy sessions to help you map out a personalized business plan for growth—and connect you to the resources you need to execute that strategy. We can also help you recruit and train junior advisors to add additional value to your team dynamic.
To make your transition as seamless as possible, you will be supported by a dedicated team that handles the administrative tasks of transitioning your practice and offers ongoing support as you grow. On average, clients transition almost 80% of assets within the first 90 days.
Direct access to senior leaders
Our advisors work closely with some of the industry’s most respected professionals, with a direct line to senior J.P. Morgan leaders who can help find resources, answer questions and participate in client meetings.
Mollie Colavita
CEO of J.P. Morgan Advisors
Basak Koralturk
Head of Business Development
Rob Ferrari
Head of Investment Solutions and Advice
Sustainability
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When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.
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While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.
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Let's talk about your future
The entire team is dedicated to helping you make the right choice for your practice. We're at your service when you're ready to take your business to the next level. So, lets start a conversation.
See our approach
Learn about our highly personalized approach to wealth management, as well as our digital tools, cybersecurity resources and community initiatives.
References
1.
J.P. Morgan Global Research. https://www.jpmorgan.com/insights/research#research-in-numbers.
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