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Seattle Office at J.P. Morgan Wealth Management

1301 2nd Avenue, 25th Floor
Seattle, WA 98101

Substantial Wealth Demands Bespoke Strategies that Connect Each Facet of Your Financial Life

We are a select group of highly experienced advisors at J.P. Morgan Wealth Management, carved out for their track record of providing a curated approach for the sophisticated needs of ultra-high-net-worth individuals and families. We are distinctively scaled to address the extraordinary challenges and exclusive opportunities afforded by institutional-sized capital.

SAFEGUARDING YOUR FAMILY’S LEGACY

As advisors, we impart a discerning level of guidance for clients whose financial success has evolved to a more complex set of objectives. We are proud to stand among this elite group, offering tailored strategies that bridge personal and business finances—delivering the attention, immediacy, and insights of a family office.

A Niche Understanding of Wealth

We bring a firsthand perspective of the nuances necessitated by substantial wealth—from investment banking to luxury financing and concierge services. Our access to a wide range of specialists enables us to help you navigate major wealth scenarios, including innovative trades, private placement or esoteric deals that align with your specific interests.

A Customized and Integrated Wealth Management Approach

With a full view of your financial landscape, we’re able to seamlessly manage across the entirety of the balance sheet. Our capabilities extend far beyond investment management, and we collaborate with all members of your team, from accountants to attorneys and business managers, to create a comprehensive strategy that accounts for the many elements of your life.

Our Services

We provide guidance for your ever-evolving needs, and can help you navigate major wealth events.

  • Estate and Wealth Planning
  • Alternative Investments
  • Hedging Transactions for Concentrated Positions
  • Tactical asset allocation
  • Goals Based Planning
  • General Asset Allocation
  • Multi-generational Wealth Management
  • Philanthropy
  • 10b5-1
  • Restricted stock

Investment products and strategies may not be appropriate for all investors. It is important to review all offering documents and understand the risks associated with the underlying investment products or strategies before investing.

 

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.