Wealth management made personal
For the past two centuries, J.P. Morgan has helped people like you achieve their personal and financial goals through every kind of market. Today, our advisors are uniquely prepared to help you navigate the highly-personal world of significant wealth.
200+ years of strength and stability
Partnering with us gives you the best of both worlds: the trusted guidance of a dedicated advisor and the powerful resources of one of the world’s respected financial firms.
#1
Global research provider
We earned top rankings in 2022 across all Institutional Investor team awards, including Top Global Research Firm and #1 Global Fixed Income Research Team.
$3T+
Assets under management
As a global leader in investment and wealth management, our specialists are equipped to support the complex needs of high- and ultra-high-net-worth individuals and families.
215+
Senior analysts
Our team of analysts cover more than 3,794 companies around the world, providing proprietary data and expertise to help you make informed decisions that support your goals.
120
Advisor awards in 2022
Our Wealth Advisors and Wealth Partners form an elite group at J.P. Morgan, many of whom have been recognized for their performance by industry-leading publications.
See our approach
See our approach
Disciplined
Your Wealth Advisor goes beyond just selecting investments by helping craft a multigenerational wealth plan that supports your priorities and risk tolerance. Our disciplined approach considers taxes, the income you need to fund your lifestyle and efficient ways to transfer your wealth.
Holistic
Our holistic approach helps you coordinate your investing with our banking, lending and wealth plan, so that you and your Wealth Advisor can make strategic decisions that support your short- and long-term goals.
Personalized
Significant wealth requires sophisticated solutions that are tailored to your needs. We take a personal approach by getting to know you, your family and what you aspire to achieve—from capitalizing on growth opportunities to creating a legacy that can benefit future generations.
Our goal is to simplify clients’ lives by being their single point of contact for all of their investment, personal finance, and lifestyle needs
Jessica Douieb
Head of Wealth Partners
Access secure digital tools
Manage your day-to-day finances, monitor your portfolio and set up additional account protection to help you safeguard your assets.
Move money instantly
See your activity, and balances from any device, and move funds from one account to another with J.P. Morgan Online and the J.P. Morgan Mobile app.
- Set up autopay, pay multiple bills all at once, and manage payees with ease.
- See FX rates in real time and send wires quickly within the United States or internationally.
Access your portfolio anywhere, anytime
You can also use our tools to monitor your investment portfolio, with easy access to our award-winning research to help you anticipate and react to market trends and investment opportunities.
- Set up watchlists for U.S. traded securities, and find mutual funds, ETFs and stocks that align with your goals and risk tolerance.
- View your alternative investments in a dedicated portal and see details on your positions and transactions.
Help safeguard yourself and your accounts
We continually monitor your accounts for any unusual activity and provide expert support to help you detect and deal with fraud, scams and cyber crime.
- Access tools in our Security Center to set up alerts, manage who has access to your accounts and more.
- View your alternative investments in a dedicated portal and see details on your positions and transactions.
Protect yourself against cyber crime
You and your family can meet with our technology and cybersecurity experts to learn how to detect fraud and implement best practices to help you protect yourself against ever-evolving threats.
Contact your J.P. Morgan team to learn more about our cybersecurity programs or to schedule a session with our experts.
Driving positive change in our communities
Driving positive change in our communities
Expanding opportunities for Black Americans
We’re committed to helping the economy work for more people. Our Advancing Black Pathways initiative pledges $30 billion to help close the racial wealth gap and help Black Americans
achieve economic success.
Investing in women
Our Women on the Move program is a global, firmwide initiative to expand women-run businesses, improve women’s financial health and empower women’s career growth.
Supporting veterans after service
We have a longstanding commitment to those serving in the U.S. military. Since 2011, JPMorgan Chase has co-founded the Veteran Jobs Mission and hired more than 12,000 veterans.
Start a conversation
Our partnership begins by getting to know you personally. To get started, you can search our network to find a Wealth Advisor to work with locally or virtually, or click here to tell us about your needs and we’ll reach out to you.
LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA 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 (PDF) 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.
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.
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
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.
Please read additional Important Information in conjunction with these pages.
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