About Us

Our Presence

• More than 160 years helping the world's wealthiest individuals and their families grow, manage and sustain their wealth.
• Manage more than $250 billion in client assets
• Serve clients from offices in 25 states and 11 countries; employ 7,470 people worldwide

Our Approach

• Seek to deliver positive risk-adjusted returns appropriate to our clients' financial goals and risk tolerances
• Provide an exceptional breadth and depth of wealth management solutions including investing, wealth structuring, capital advisory, philanthropy and banking
• Leverage both J.P. Morgan-affiliated managers and third-party managers who are subject to rigorous ongoing due diligence
• Communicate closely and regularly with clients to keep them constantly informed about the changing landscape
• Compensate our advisors based on our clients' performance; no one is paid on commission

As of 6/30/2009, unless otherwise noted

Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities Inc., member FINRA, NYSE and SIPC. J.P. Morgan Securities Inc. is an affiliate of JPMorgan Chase Bank, N.A.
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