J.P. Morgan is one of the most respected names in finance and a global leader in asset and wealth management.
For generations, J.P. Morgan has been providing the advice individuals and families need to help them build, manage and pass on wealth. With your J.P. Morgan Private Client Advisor you have access to the investment, planning and retirement advice, market perspectives and economic outlooks of J.P. Morgan.
Your J.P. Morgan Private Client Advisor will work with you to:
Gain a deep understanding of your investment objectives, investable
assets, time frame and risk tolerance
Help prioritize your financial goals
Conduct a Customized Financial AnalysisFootnote 1 to outline a strategic path designed to help you reach your goals and anticipate any unexpected scenarios you might encounter along the way
Advise you on financial decisions as you move through the different stages of your life
You can enjoy access to comprehensive J.P. Morgan investment strategies and market views, a mix of leading asset managers that best match your risk and return profile, ongoing and vigilant reviews and analysis of your portfolio to help identify and balance short‐ and long‐term goals.
Global Strategy Team
Leverages global market and economic insights to formulate powerful investment strategies for affluent investors.
J.P. Morgan Private Client Advisor
Understands your goals and helps you decide which investment strategies may be right for you.
Global Solutions Team
Continuously searches, monitors and evaluates asset managers across the globe to implement and manage portfolio strategies.
With your individual portfolio in mind, the J.P. Morgan Approach combines:
The J.P. Morgan investment philosophy revolves around your core portfolio and can be complemented with more specialized strategies and themes.
J.P. Morgan determines which of the world's money managers are best positioned to execute our investment view, and are most likely to deliver consistent, long-term, risk-adjusted returns within prevailing market conditions.
As the global economy continues to evolve, J.P. Morgan offers unique insights about economic and social challenges our clients and the industry face now and in the future.
By learning about your personal and investment goals, time frame and risk tolerance, your J.P. Morgan Private Client Advisor is able to determine what investments are best suited for your needs. These include:
Investment Advisory Services
Benefit from the expertise of our top professional money managers for a portfolio tailored to your needs
Diversify your portfolio with over a thousand different mutual funds
Prepare for future educational costs by investing in tax-advantaged 529 college savings plans
A strategy that can help you meet your liquidity needs while keeping your portfolios in place
Access to carefully selected fixed and variable annuities that can help you build for retirement
Through evolving markets, our experts consider the biggest issues facing clients and turn unique insights into meaningful advice and actionable plans.
Max Out. Don't Miss Out.
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Feel confident about
Making small adjustments to your plan today may have a substantial impact on tomorrow. Working with your
J.P. Morgan Private Client Advisor, you can make changes as your life and goals evolve.
Retire on your terms
Your J.P. Morgan Private Client Advisor will work with you to develop a retirement strategy that’s as unique as you and your lifestyle.LEARN MORE
Prepare for the growing
cost of higher education
How do you balance saving for a child’s education with other current and future goals? Your J.P. Morgan Private Client Advisor can help develop a strategy that makes sense for you and your family.LEARN MORE
Your Private Client Banker will offer you premium banking solutions available only through Chase Private Client.LEARN MORE about Concierge Banking
Whether you're saving for a first or second home, paying for an education or planning for retirement, your dedicated team can help you outline a strategic path to help you meet your goals.LEARN MORE about Your Goals