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Our Focus

Personalized service and a wealth of experience for all your financial needs.

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Wealth Planning

Estate and Wealth Planning

Realize your vision for the future with a multigenerational wealth plan that reflects your priorities and preserves your legacy.

Liquidity Events

Prepare for the successful transition of business and personal wealth with thoughtful pre-transaction planning around tax, investment, and estate goals.

Philanthropy

Go beyond basic charitable giving with a strategic philanthropy plan that furthers your values and strengthens your impact on the causes you care about.

Executive Services

Maximize the benefits and minimize the risk of equity-based compensation, non-qualified retirement plans, and other corporate perks on your overall wealth plan.

Full Service Investing

Take advantage of market trends with personalized investment strategies based on J.P. Morgan’s award-winning research and proprietary data. 

  • Best-in-class investment and portfolio management
  • Investment strategies for your specific asset allocation needs
  • Access to a wide range of alternative investments

 

Banking for the Way You Live

Solutions centered around you

  • Premium banking products for every aspect of your financial life
  • Concierge and digital services for access to your money, when and where you need it
  • Shared accounts for ease and accountability

An experienced team at your side

  • Dedicated service professionals who understand your needs
  • A personal banking assistant to manage your account
  • Real-time support for special requests

Strength and security when you need it most

  • The stability of one of the most trusted financial services firms in the world
  • Advanced cybersecurity and account protection
  • Strategies to defend against sophisticated attacks
  • Secure tools to manage your money from any device

Lending

Custom credit strategies for long- and short-term liquidity, new acquisitions, and investment opportunities.

Real Estate Lending

Get personalized lending strategies to buy a new home, finance an investment property, or expand your residential real estate holdings.

Credit Solutions

Unlock the value of your balance sheet to grow your business, bridge a liquidity event, or pursue your passions.

Personalized guidance begins with a conversation.

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Find a J.P. Morgan Wealth Partner near you.

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IMPORTANT INFORMATION

Securities-based lines of credit are extended at the discretion of JPMorgan Chase Bank, N.A. (“Chase Bank”) and Chase Bank has no commitment to extend a line of credit or make loans available to you under a line of credit. Any loan extended under a securities-based line of credit is subject to credit approval by Chase Bank and, if approved, the terms and conditions contained in definitive loan documentation governing the line of credit. Proceeds from a securities-based line of credit cannot be used to purchase, carry or trade securities. A line of credit collateralized by the securities in your investment account(s) involves certain risks and may not be suitable for all borrowers. Chase Bank assigns values to these securities and, at any time and without notice to you, may increase or decrease these values or change the eligibility of these securities as collateral. A decline in the value of these securities collateralizing your securities-based line of credit (whether due to a market downturn, market volatility or otherwise) directly impacts the amount of credit available to you and may require you to provide additional collateral and/or pay down your line of credit in order to avoid the forced sale of these securities by Chase Bank. The securities in your account may be sold to meet a collateral shortfall, and Chase Bank may sell your securities without contacting you. Some or all of the securities sold to meet a collateral shortfall may be sold at prices higher than their initial cost, which may result in adverse tax consequences. You should consult your tax advisor to fully understand the tax implications associated with pledging securities in connection with a loan. Please review these and other risks in more detail with your advisor, and make sure to read your line of credit documentation carefully so that you fully understand your obligations and the risks associated with this opportunity. An exercise of remedies by Chase Bank in connection with your securities-based line of credit may a ect the performance of your investment management or investment advisory account(s), and may cause such accounts to no longer conform to applicable investment guidelines. When selling securities, Chase Bank is not required to act in accordance with any fiduciary duty Chase Bank and its a liates might otherwise have as your investment manager or investment advisor. It is important to note that Chase Bank and its a liates may earn more if you borrow against your securities and other assets rather than liquidate assets to meet your cash needs. The Secured Overnight Financing Rate (“SOFR”) is a broad measure of the cost of borrowing cash overnight collateralized by U.S. Treasury securities. The SOFR is published by the Federal Reserve Bank of New York and is determined based on certain transactions in the U.S. dollar Treasury repo market. Since the SOFR is an overnight rate, it is published every Banking Day, but is e ective for the Banking Day prior to the date of publication. Refer to your definitive loan documentation for a definition of “Banking Day.” Because the SOFR is administered by the Federal Reserve Bank of New York, the Bank has no control over its determination, calculation or publication, and the Federal Reserve Bank of New York may alter the methods of calculation, publication schedule, rate revision practices or availability of the SOFR at any time without notice. The SOFR is a floating interest rate option, and changes in the SOFR can lead to a higher or lower cost of borrowing.

 

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 adviser, member FINRA and SIPC. Insurance products 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.