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The Glackin Group at J.P. Morgan Wealth Management

Wealth Partners at J.P. Morgan

The Glackin Group at J.P. Morgan Wealth Management

We deliver holistic wealth management strategies that we tailor specifically for clients like you.


 

215.864.5720

charles.glackin@jpmorgan.com

1735 Market Street, Floor 31
Philadelphia, PA 19103

Welcome

We believe that establishing a legacy for future generations begins with a comprehensive wealth management strategy that integrates the many important elements of your financial life. Our team will help you define what is most important to you and then formulate the approaches best suited for your needs.

This goals-based view enables us to address a full complement of objectives, from accumulating wealth, investing for income and banking/borrowing services to solidifying retirement plans and trust & estate strategies. We couple our significant capital markets proficiency with long-term planning to help you grow, manage and preserve your capital.

Working For You Means Working With You

 

Our team works with a select number of clients so that we may offer a more intimate and dedicated advisory experience. Through boutique-quality attention, we help you enrich the lives of your family and future generations.

Dedication

Our team is genuinely committed to providing the direction, resources and information needed to help make your investments work for you.

Client Advocacy

We have a genuine interest in your success. For us, it’s about building long-term connections that transform into multi-generational relationships. There are few things more rewarding than receiving a referral from within a client’s family.

Invested in Your Success

We strive to offer the finest thinking, services and strategies, designed to help achieve your specific financial goals. By partnering with our team, you will benefit from personalized advice and objective guidance.

Our Philosophy

 

Our group understands that significant wealth is often the source of sophisticated requirements and needs. This experience has provided us with deep insight into the financial issues and priorities that families often face. We bring together everything you need to help simplify what are often complicated personal finances.

Careful Planning

We find that careful planning is essential to achieving wealth management objectives. Whatever your goals – from sending children to college and retiring comfortably to passing a hard-earned estate to loved ones – we will strive to thoroughly assess your financial picture and help determine which strategies are right for you.

Effective Management

At the Glackin Group, we know that effective wealth management is more than simply directing your investments. It begins with a holistic understanding of what you truly value and the economic forces in your life. By coupling the world-renowned resources of J.P. Morgan with the knowledge and experience of our diverse group, we strive to foster a reputation for excellence.

Building a Unique Legacy

Estate planning typically brings together many dimensions of life: personal, family, financial and philanthropic. We work alongside your accountants and attorneys to help develop a strategy to position your portfolio appropriately.

Experienced Leadership

 

At The Glackin Group, we provide direct access to the strengths of J.P. Morgan – the thought leadership, award-winning research teams and professional resources of the firm. Our mission is to provide holistic financial guidance and integrated strategies that reflect your personalized requirements—lifestyle goals, cash flow needs, risk tolerance and family aspirations. We help navigate challenging markets, providing a disciplined focus on what’s most important.

Backed by an industry leader

Our capabilities are augmented by J.P. Morgan Chase, one of the most powerful and respected financial organizations in the world. The firm’s 170-year history of serving individuals and institutions alike allows The Glackin Group to deliver the highest caliber of wealth management guidance.

Meet Our Team

Click a profile to learn more about each member

Charles Glackin

Executive Director


215.864.5720

Charles.Glackin@jpmorgan.com

1735 Market Street, Floor 31
Philadelphia, PA 19103

Patricia Bonsall

Vice President


215.864.5766

Patricia.Bonsall@jpmorgan.com

1735 Market Street, Floor 31
Philadelphia, PA 19103

Kevin Ridpath

Vice President


215.864.5767

Kevin.Ridpath@jpmorgan.com

1735 Market Street, Floor 31
Philadelphia, PA 19103

Tracy Caruso, CFP®

Investment Associate


215.864.5748

Tracy.A.Caruso@jpmorgan.com

1735 Market Street, Floor 31
Philadelphia, PA 19103

Devon J. Felder

Client Associate


215.864.5783

Devon.Felder@jpmorgan.com

1735 Market Street, Floor 31
Philadelphia, PA 19103

 

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.