J.P. Morgan Wealth Partners
Protect your family's legacy
Ultra-high-net-worth individuals and families face unique challenges—and opportunities. Through our Family Wealth Platform, our experienced Wealth Partners can help you manage your lifestyle needs and navigate family dynamics and philanthropy.
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
Connect every facet of your financial life
Connect every facet of your financial life
Family lifestyle offering
Access an introductory platform of exceptional third-party specialists in high-demand lifestyle categories, such as education advisory services and private aviation consulting.
Family dynamics and philanthropy
Define your family’s priorities and philanthropic goals to help you align on your shared values and prepare beneficiaries for future roles and responsibilities as stewards of family wealth.
Disciplined wealth planning
Develop a personalized wealth plan that includes strategic approaches for generational transfer, in collaboration with your tax or legal advisors and our trust and estate specialists.
Holistic investment management
Explore a range of unique investment opportunities, such as alternatives and direct private investments, as well as thematic recommendations and award-winning research.
Personalized lending solutions
Get personalized financing options and lending strategies to help you quickly meet liquidity demands and fund large purchases, like education, aviation, fine art and real estate.
Integrated banking services
Access customized banking products and services to help you manage your day-to-day cash flow, and receive dedicated support from our experienced team of banking specialists.
Family Lifestyle Offering
Manage your family's lifestyle needs
Your Wealth Partner can facilitate personal introductions to third-party specialists who can support your family’s day-to-day activities—connecting you to a curated network of experts across critical areas of family life, such as healthcare, education, private aviation and cyber security.
In-House Family Dynamics Team
Foster dialogues across generations
Participate in in-depth discussions, led by our in-house Family Dynamics Team, to help you and your family understand each other’s concerns and aspirations. These conversations can help your family translate your shared values into a mission and approach to managing family wealth—including opportunities for younger generations to become a meaningful part of the conversation.
Private Briefing Experience
Meet with our experts and thought leaders
Discover the full power of our partnership with a Private Briefing with our senior leadership. We’ll introduce you to our subject matter experts and industry specialists in an intimate, one-on-one setting with a schedule curated exclusively for you and your family.
Top perspectives in the industry
Investing
Four reasons to consider private credit despite the headlines
Apr 23, 2024
Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.
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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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