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.
Phil Sieg
CEO of J.P. Morgan Advisors
Jessica Douieb
Head of Wealth Partners
Jennifer Mosse
Chief Operations Officer of J.P. Morgan Advisors
Mollie Colavita
Head of Practice Management
Rob Ferrari
Head of Investment Solutions and Advice
George Espstein
Head of Banking and Lending
Kevin Hale
Head of Marketing
Basak Koralturk
Head of Business Development
Wealth Planning
A Historical Look at Giving Season
Sep 21, 2023
The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.
Read more
Wealth Planning
Retirement and estate planning for unmarried couples
Sep 12, 2023
Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.
Read more
Wealth Planning
Protecting estate plans from hostile family members may be advisable
Sep 08, 2023
LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.
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.
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
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.
You're now leaving J.P. Morgan
J.P. Morgan’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan name.