- Create financial flexibility to access liquidity on short notice
- Manage your annual cash flows and potential tax liabilities
- Position yourself to capitalize on acquisition opportunities
- Keep your portfolio intact by separating the decision to sell an investment to meet an immediate cash flow need
Personalized lending solutions
Your Wealth Advisor will help you unlock liquidity and manage your cash flow needs, with a range of flexible financing options and personalized lending strategies.
Make the most of your personal capital structure
Experience a uniquely personal approach to lending, working in concert with your wealth plan, investing, and banking to help you take advantage of both sides of your balance-sheet.
Strategies tailored to your needs
- Cover costs like school tuition, tax payments and emergency
expenses - Access capital for large purchases and luxury assets
- Extract equity from your portfolio of artwork or collectibles
- Finance a private aircraft or yacht
- Explore a range of lending options for primary and secondary
homes, condos, co-ops and investment properties - Expand your residential real estate holdings
- Finance home improvement and construction projects
- Fund mortgage down payments
A suite of lending options
A suite of lending options
Securities-based lending
Use your marketable securities--such as stocks, mutual funds, and bonds--to access capital without having to sell or liquidate your investments.
Custom lending
Explore custom financing options and strategies to help you buy or sell specialized assets like fine art, yachts, private aviation and more.
Margin lending
Use credit to trade or purchase securities, and access liquidity against eligible collateral with strategies that could include
short sales and options.
Residential home loans
Explore a range of home financing solutions, including fixed-rate mortgages, adjustable-rate mortgages and interest-only adjustable-rate mortgages.
Home equity line of credit
Access a variety of funding opportunities through the existing equity you have built up in your home.
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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.
Holistic investment management
Your Wealth Advisor will help you allocate your assets, navigate market trends and capitalize on investment opportunities that align with your goals and priorities.
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.
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.
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