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Chase Private Client Stories

See how Chase Private Clients are working with their dedicated team
to help them reach their goals.



"Because I know my team is looking at my whole picture—banking, investing and business—I feel more confident pursuing new opportunities."


view Christian's story

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


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


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
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Tap into our Expertise

Our J.P. Morgan Private Client Advisors will take you through the planning process, creating a strategy that helps you meet personal and family goals.

Hear from our experts LET US CONTACT YOU

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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