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
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.
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.
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.
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.
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
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 moreWealth Planning
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 moreWealth Planning
Sep 08, 2023
LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.
Read moreExpanding 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.