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Plan for Tomorrow with the
Expertise of J.P. Morgan.

Draw upon the knowledge of J.P. Morgan investment expertise
and planning advice.
Benefit from more than 160 years of experience

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.

Reaching Your Financial Goals

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

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Access to J.P. Morgan Global Expertise

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.

The J.P. Morgan Approach

With your individual portfolio in mind, the J.P. Morgan Approach combines:

Portfolio Management

The J.P. Morgan investment philosophy revolves around your core portfolio and can be complemented with more specialized strategies and themes.

Manager Selection

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.

Market Perspectives

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

  • Mutual Funds

    Diversify your portfolio with over a thousand different mutual funds

  • College Planning

    Prepare for future educational costs by investing in tax-advantaged 529 college savings plans

  • Securities-Based Lending

    A strategy that can help you meet your liquidity needs while keeping your portfolios in place

  • Annuities

    Access to carefully selected fixed and variable annuities that can help you build for retirement

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Perspectives from J.P. Morgan

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.

Five strategies for getting the most from your IRA.

Read More about Five strategies for getting the most from your IRA.


Winter Economic Outlook

Donald Trump's Moment of Truth

Read More about Economic Outlook: Anthony Chan


Generational Perspectives on Money

Boomers & Millennials Meet in the Middle

Read More about Generational Perspectives on Money


Integrating Social Security

Factoring benefits into your retirement planning process.

Read More about Integrating Social Security

Your Goals Become Our Goals

Planning for Your Future Today

Feel confident about
your future

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.

Attaining the Retirement You Imagine

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.

Preparing for Your Child's Education

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.

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Interested in Learning More?

Meet with a local Chase Private Client team to discuss
your financial goals and how we can help you reach them.


Concierge Banking

Your Private Client Banker will offer you premium banking solutions available only through Chase Private Client.

LEARN MORE about Concierge Banking

Your Goals

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

Learn more (Opens Overlay) about our firm and investment professionals at FINRA BrokerCheck.


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