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Chase Private Client Stories

View how Chase Private Clients are working with their dedicated team to reach their goals.

Mark & Rise


"I think it's not so much that our team helped us dream bigger, it was that they helped us see our big dreams were not unattainable."


view mark & rise's story

Nahid & Farzana


"It's the access to J.P. Morgan investment vehicles, it's the retirement planning, it's the kids' college fund, it's the rainy day fund."


view nahid & farzana's story


More time with my family

"If we need something, they're there to support us. I felt a trust that I haven't felt in a long, long time at a bank."



View Tom's story


My plan for the future

"I am grateful to my dedicated team who were able to explain the various options. I trust them and trust is very important, especially when it has to do with your money."

View Vivienne's story


Retirement on my terms

"My dedicated team knows what's important to me. They're able to explain things in a way that I understand and they're very upfront and honest about everything."

View LAURA'S story

Dedicated To You


See how Chase Private Client combines concierge banking from Chase with the investment expertise of J.P. Morgan.

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Interested in Learning More?

Speak with a Chase Private Client professional to learn more about how we can help you reach your financial goals.


Concierge Banking

Your Private Client Banker provides you with premium banking solutions available only through Chase Private Client.

LEARN MORE about Concierge Banking

J.P. Morgan Investment Expertise

Your J.P. Morgan Private Client Advisor taps into the expertise of J.P. Morgan to develop tailored investment strategies for you.

LEARN MORE about J.P. Morgan Investment Expertise

Your Goals

Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team will work with you to help develop a plan that aligns with your goals.

LEARN MORE about Your Goals

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