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.
J.P. Morgan Advisors
Imagine the possibilities for your practice
J.P. Morgan Advisors enjoy the best of both worlds: the global resources of one of the world’s respected financial firms, and personalized support from our specialized teams—giving you unparalleled freedom and flexibility to run your business.
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.
Committed to your success
Our transparent advisor compensation plan includes a variety of additional benefits to encourage loyalty and reward your team for their performance.
You can look to us to help you address the complexities that come with significant wealth with a range of specialized services, flexible solutions and innovative platforms designed for high- and ultra-high net worth clients.
Our advisors have unique access to hedge funds, private equity, real estate, direct investments and alternatives. Our robust open architecture platform empowers you to actively manage your clients’ portfolios and utilize your own investment strategies through flexible discretionary and non-discretionary Portfolio Manager and Portfolio Advisor programs, alongside third-party SMAs.
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 handlesthe 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.
Join our team
To learn more about opportunities to join our firm, click the button below to find an office near you, then connect with the local regional director by emailing or calling them directly.
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.
Basak Koralturk
Head of Business Development
Mollie Colavita
Head of Practice Management
Rob Ferrari
Head of Investment Solutions and Advice
Wealth Planning
J.P. Morgan Summer Reading List 2025
May 20, 2025
Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.
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Wealth Planning
You’ve decided to share your wealth with family. Now what?
May 07, 2025
You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.
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Wealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 06, 2025
Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.
Read moreDriving positive change in the community
Driving positive change in the community
Expanding opportunities
Our Racial Equity Commitment pledges $30 billion to help close the racial wealth gap and advance economic inclusion among Black, Hispanic and Latino customers and communities that are underserved in the U.S.
Investing in women
Our Women on the Move program is a global, firmwide initiative to expand women-run businesses, improve women’s financial health and empower women’s career growth.
Supporting veterans after service
We have a longstanding commitment to those serving in the U.S. military. Since 2011, JPMorgan Chase has co-founded the Veteran Jobs Mission and hired more than 16,000 veterans and service members.
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