Manage all of your accounts in one place, where you can move money, monitor your portfolio and set up protections to safeguard your assets.
Welcome to J.P. Morgan Private Client
J.P. Morgan Private Client is more than a financial partnership—it’s a relationship bringing you the breadth of J.P. Morgan’s expertise and extensive banking and wealth management offerings.
Centered on you
Centered on you
Extraordinary service
As your single point of contact, your dedicated Relationship Manager delivers highly personalized attention and aims to anticipate your needs across personal banking, business banking, lending, investing and planning.
Own your future
Our Wealth Management Advisors can help you tackle the complexities of your growing wealth with customized strategies and a tailored plan to help guide your decisions and resources.
Value beyond banking
Achieving more with your wealth starts with getting more from your bank. We can connect you to exclusive events, experiences and more to help you enjoy the life you’ve achieved.
Putting your dreams in motion
Your dedicated Relationship Manager brings a deep understanding of your financial world and can respond quickly to your needs. They provide guidance and thoughtfully-curated offerings in partnership with a team of J.P. Morgan specialists.
We’re here to provide you with extraordinary service centered on you. Connect with your Relationship Manager to learn more.
Expertise and products
Personal Banking
Tap into the full breadth of J.P. Morgan’s collective expertise and extensive products, designed to meet you at every stage of your financial journey.
- Tailored products: Open personal checking and savings accounts and certificates of deposit, with benefits ideally suited to your lifestyle and everyday cash requirements.
- Convenient account access: Access your accounts however you prefer—via advanced mobile and online technology, at any Chase branch or ATM, or with personal assistance from your banking service team.
Wealth Management
Partner with Wealth Management Advisors who can set and evolve customized investment strategies curated for your unique needs and goals.
- Disciplined wealth planning: Planning that supports your objectives, risk tolerance and time horizon.
- Holistic investment management: Backed by the expertise of our experienced research team.
- Global expertise: Research analysts in 26 countries and a breadth of investment strategies that align with your goals.
- Assistance across critical areas of family life: Offering specialized services to support our ultra-high-net-worth clients.
Home Lending
Access lending options to help you capitalize on opportunities that support your goals.
- Full suite of mortgage products: Explore a range of mortgage products to identify options based on your specific needs.
- Team of experts: With a deep understanding of the nuances of local markets, your Relationship Manager will work with you and your financial team to create effective, goal-oriented strategies.
Business Banking
Manage your day-to-day cash flow with business banking products and dedicated support.
- Tailored products: Optimize operating cash with solutions designed to support your business structure and size.
- Signature attention: Reach out to your dedicated banking service team for support you can rely on.
- Convenient account access: See all of your accounts in one convenient, secure location through J.P. Morgan Online or Chase.com.
Secure tools and valuable insights
Benefit from the controls and safeguards we put in place to maintain your privacy and the confidentiality of your financial information.
Benefit from 200 years of expertise on market cycles, investment opportunities and industry-leading research from our global network.
Common questions about J.P. Morgan Private Client
J.P. Morgan Private Client brings together the extraordinary service of First Republic Bank- acquired by J.P, Morgan Chase in 2023- with the breadth of J.P. Morgan expertise and products, all delivered by your personal Relationship Manager.
Typically, our Relationship Managers serve clients with $750,000 or more in deposits and/or investment balances with J.P. Morgan Chase.
J.P. Morgan Private Client strives to provide exceptional service and a dedicated point of contact to help coordinate across J.P. Morgan and Chase offerings. J.P. Morgan clients may have banking products such as Chase Private Client CheckingSM and Savings. Learn more.
Please visit the First Republic FAQ page.
Important Information
JPMorgan Chase & Co. and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction. Past performance is no guarantee of future results.
Bank deposit accounts, such as checking and savings, may be subject to approval.
All home lending products are subject to credit and property approval. Rates, program terms and conditions are subject to change without notice. Not all products are available in all states or for all amounts. Other restrictions and limitations apply.
Deposit and home lending products provided by JPMorgan Chase Bank, N.A. Member FDIC.
Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.
JPMorgan Chase Bank, N.A. products and service are marketed under both the J.P. Morgan and Chase brands.
NON-RELIANCE.
Certain information contained in this material is believed to be reliable; however, J.P. Morgan Chase & Co. and its affiliates (JPM) does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.
Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by JPM and/or its officers or employees, irrespective of whether or not such communication was given at your request. JPM and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.
LEGAL ENTITY AND REGULATORY INFORMATION.
J.P. Morgan Private Client and J.P. Morgan Wealth Management are businesses of JPMorgan Chase & Co. Investment products and services offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA (finra.org) and SIPC (sipc.org). 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.
Bank deposit accounts and related services, such as checking, savings and bank lending, are offered by JPMorgan Chase Bank, N.A. Member FDIC.
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