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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 the Team Behind Your Team

Your core team, the J.P. Morgan Private Client Advisor and Private Client Banker, don’t work alone. They're backed by the 160 years of experience and expertise of J.P. Morgan, a global team of investment professionals who provide expert insight in order to keep you and your money on track. That’s how we help you accomplish your goals.

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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

Access Advice from our J.P. Morgan Experts

Access Advice from our J.P. Morgan Experts

We bring you global expertise from experts like Nancy Rooney, Head of Managed Solutions for J.P. Morgan Private Bank.

LEARN MORE about Access Advice from our J.P. Morgan Experts

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 adjust for unexpected scenarios you might encounter along the way

  • Advise you on financial decisions as you move through the different stages of your life

  • Explore our interactive tool for a glimpse into how your J.P. Morgan Private Client Advisor uses the power of probability to help you achieve your financial goals.
    TRY NOW.

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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.


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.


Start Early, Save Less

What is compounding and what can you learn when it comes to investing?

Read More about Start Early, Save Less


Smart Strategies for Millennials

Compared to earlier generations, millennials feel more optimistic about their financial future.

Read More about Smart Strategies for Millennials


9 Retirement Tips

Ideas to help you stay on track in achieving the retirement lifestyle you want.

Read More about 9 Retirement Tips

Your Goals Become Our Goals

Planning for Your Future Today

Take control of 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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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 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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