Dedicated Team

Private Clients have a dedicated team of trained specialists who bring together the best of Chase banking with the investment expertise of J.P. Morgan. Serving only a select group of Private Clients, the team is committed to providing the highest level of service and attention at all times. The team is anchored by two key individuals:

A Private Client Banker, who oversees the entire banking relationship and offers specialized banking products and services available only through Chase Private Client. The Private Client Banker connects clients with our Chase specialists across the firm, including partners in Home Lending, Business Banking, and Auto Finance.

A J.P. Morgan Private Client Advisor, who provides exclusive access to the vast network of investment capabilities at J.P. Morgan. Tapping into the insights and advice of
J.P. Morgan investment professionals, the Private Client Advisor helps identify investment opportunities that reflect our best thinking and develops an investment plan to help protect and grow the wealth of our clients.

It is important that Private Clients are able to reach their team when the need arises, either on the phone or in the privacy of our Chase Private Client offices. After hours, Private Clients also have access to a dedicated 24/7 service line, answered by a Chase Private Client employee.

Learn more about the benefits of a dedicated team – visit your nearest Chase Private Client office.