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The Venetos Group

Wealth Partners at J.P. Morgan

The Venetos Group

The firm’s 200-year history of serving individuals and institutions alike allows us to deliver the highest caliber of wealth management guidance.


212.272.2870

277 Park Avenue
New York, NY 10172

Welcome

Advisory guidance for the complexities of wealth

We have been working closely with successful individuals and their families and our experience spans multiple market cycles and some of the most volatile economic environments in recent history. Drawing upon this rich background, we provide leadership and direction to oversee the intricacies that often accompany the accumulation of significant assets.

Client-focused customization

Our objective is to help clients preserve the wealth that they have worked to build. To this end, we develop portfolios that are tailored specifically for each individual, rather than chasing fads. Our process is attentive and we listen carefully to the aspirations our clients have for their capital. Taking a long-term view, we strategically establish an asset allocation that complements individualized risk parameters and personalized goals.

A gateway to the resources of an industry leader

J.P. Morgan is among the most trusted and respected financial institutions of its kind. We coordinate the breadth and power of the firm’s resources to provide strategies that extend far beyond investment management. By looking after financial requirements with a comprehensive focus, our clients have the comfort of knowing that the totality of their wealth is addressed in one place.

Investment Approach

Delivering full service and hands-on capabilities

We recognize that affluent individuals have specific issues that require a discerning approach. Our practice is limited to a select group of clients so we can deliver an attentive level of service. Partnering together with you, we serve as a trusted advisor to guide you through the intricacies of financial decision-making.

Connected to an array of resources

As your first point of contact, we serve as a gateway to the products and services of J.P. Morgan, which are readily available as the need or opportunity arises – banking, lending, mortgages, and credit. This comprehensive approach helps ensure that we attend to the entirety of your needs.

A focus on capital preservation

We employ a tailored process to place you in an asset allocation that aligns with your objectives, concerns, risk tolerance and financial intentions. Our approach is strategic and designed to help protect your capital against potential volatility in the marketplace. Through thoughtful implementation, we help ensure that you understand the value of each decision and gain the confidence to stay the course in both good and challenging times.

Active portfolio management

As a member of the J.P. Morgan Portfolio Manager Program, we are part of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and subject to ongoing quantitative and qualitative reviews to assess investment strategies. The extensive range of actively managed strategies that can be employed are tailored with each client’s specific investment goals in mind.

Research-driven insights

We tap J.P. Morgan’s tools, metrics, and award-winning research team1 along with 3rd party data sources to develop an informed view of the investment landscape. These inputs enable us to refine sophisticated market data into meaningful information, to provide you with a better understanding of your financial decision-making.

Ongoing review and management

Just as economic and market conditions evolve, your goals and needs may transform as well and merit ongoing consideration and analysis. Continuous portfolio evaluation allows us to rebalance allocations and remain flexible.

J.P. Morgan legacy

At J.P. Morgan, we have the backing of one of the largest and most respected financial organizations in the world. The firm’s 160-year history of serving individuals and institutions alike allows me to deliver the highest caliber of wealth management guidance.

We are proud to simplify the roadmap toward investment management and aspire to be a partner in your success.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

 

Check the background of Our Firm and Investment Professionals on FINRA's 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 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.

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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J.P. Morgan Chase Bank N.A., Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.

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.

Please read additional Important Information in conjunction with these pages.