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Portia Culley, CFP®

Portia Culley, CFP®

By taking a holistic view of your financial situation, we present comprehensive wealth planning and portfolio management strategies that add value across the entirety of your balance sheet.

561.694.5633

3825 PGA Blvd., Floor 9
Palm Beach Gardens, FL 33410

Welcome

Plan. Enhance. Protect.
Our focus is to help clients navigate the complexities of major life events—sudden liquidity, inheritance, career changes, retirement, loss of a loved one, divorce. We consider ourselves to be trusted partners in your financial journey, and offer guidance and direction that foster informed decision making during both good and difficult times.

By taking a holistic view of your financial situation, we present comprehensive wealth planning and portfolio management strategies that add value across the entirety of your balance sheet. This thoughtful and transparent approach enables us to build a foundation to help secure your future and care for the generations to come.

My team and I understand the enormity of that responsibility, and work diligently to establish a relationship that extends far beyond portfolio allocations and investment ideas. We see ourselves as problem solvers, and derive great satisfaction from connecting you to the resources that can help enrich your life.

A gateway to global financial capabilities
We understand that clients have diverse needs, and therefore, my team and I offer a broad range of products and services to help you achieve your goals:

  • Financial Planning
  • Investment Strategies
  • Personalized Banking
  • Retirement Vehicles
  • Educational Funding
  • Credit, Lending and Mortgages
  • Trust and Estate Planning
  • Generational Wealth Transfer

Anticipating change is part of our ongoing planning and support process. Through continuous check-ins and portfolio rebalancing, we can proactively prepare for this together.

Investment Approach

Capabilities backed by an industry leader
My team and I are pleased to provide direct access to the full resources of J.P. Morgan on your behalf—the extensive research and world-class suite of products and services available through the global financial capabilities of the firm.

Distinguished industry experience
As a CERTIFIED FINANCIAL PLANNER™ professional, I am empowered to develop wealth management strategies that target short- and long-term goals. I work alongside a Portfolio Manager in J.P. Morgan Wealth Management’ Portfolio Manager Program, which comprises a select group of advisors who undergo a screening process to manage discretionary client assets, and are subject to ongoing quantitative and qualitative reviews to assess each advisor’s investment strategy.

Client-focused customization
My team believes that how we work with you is just as important as the work we do for you. Recognizing that no two clients are alike, we study your specific situation and build a detailed analysis that forms the foundation for our recommendations. This process is designed to lend you the confidence that your financial future is secure.

Active listening—By asking questions and listening to your story, we explore personalized goals, aspirations and the values that matter most to you.

Investment planning—Using a thoughtful and transparent approach, we design wealth management plans that help you pursue your unique objectives.

Consultative guidance—Our process is collaborative and is enhanced over the course of several meetings. We believe in making decisions together through a consultative partnership.

Integrated strategies—We seamlessly connect with your other professional advisors to integrate legal, estate and tax planning requirements.

Ongoing review and support—Just as economic and market conditions evolve, your goals and needs may transform as well, and merit continuous review and evaluation.

Meet Our Team

Click a profile to learn more about each member

Portia Culley, CFP®

Vice President


561.694.5633

portia.culley@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

Claudia Arevalo

Client Associate


561.694.5612

claudia.arevalo@jpmorgan.com

3825 PGA Blvd., Floor 9   
Palm Beach Gardens, FL 33410

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

 

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.