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William R. Coke

William R. Coke

With over 30 years of experience in the industry, I focus on delivering comprehensive, tailored investment plans designed to meet my clients’ goals.


617.654.2849

800.333.2327

bill.coke@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

Welcome

Mission

With over 30 years of experience in the industry, we focus on delivering comprehensive, tailored investment plans designed to meet our clients’ goals. We deliver world-class research and trading, and support our individual clients by building diversified strategies using a range of asset classes.

Our team

We work with a wide range of clients, including individuals, family offices, middle-market institutions, pension plans, money managers, hedge funds, private equity firms and corporate executives. Our strategic long-term approach to investing leverages J.P. Morgan’s award-winning research coverage and tactical portfolio analytics to help tailor the investment strategies for our clients.1 Navigating through today’s dynamic markets, we identify opportunities where we can provide our clients with J.P. Morgan’s proprietary investment products and capabilities. We offer a broad array of services that include:

  • Advisory and Managed Accounts
  • Asset Allocation
  • Portfolio Analysis and Construction
  • World-Class Investment Research
  • Wealth Planning
    • Retirement
    • Education (529 Plan)
    • Wealth Transfer and Philanthropy
    • Trust and Estate Guidance
  • Corporate Services
    • Restricted and Control Securities Transactions
    • Rule 10b5-1 Plans
    • Employee Stock Option Analysis
  • Mortgages and Home Equity Lines of Credit
  • Donor-Advised Fund for Charitable Giving
  • Banking and Cash Management
  • Cash Liquidity Analysis

Our clients have direct access to one of the world’s most highly respected research franchises, and are able to consistently leverage our deep market insights and ideas in managing their investment portfolios.2 Our focus is to provide a comprehensive solution for our clients based on their specific time horizons and risk tolerance.

William R. Coke

Managing Director


617.654.2849

bill.coke@jpmorgan.com

50 Rowes Wharf, 4th Floor
Boston, MA 02110

 

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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.

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

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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.​

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 advisor, member FINRA and SIPC. Annuities 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.

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