What fees are associated with a Private Client Advisors account?

Please review our Private Client Advisors pricing page for additional details.

What is the difference between J.P. Morgan Private Client Advisors and Personal Advisors?

J.P. Morgan Private Client Advisors allows you to work one-on-one with an advisor in your local community to build a custom investment strategy. With J.P. Morgan Personal Advisors, you'll have access to a team of advisors and will be matched to expert-built portfolios designed to help you meet your goals.

Your dedicated advisor in your local Chase branch

Q: What happens if my goals or financial situation change?

Your dedicated advisor will proactively reach out regularly to revisit your strategy to ensure you stay on track through shifting markets, changing priorities and life’s milestones. You can also schedule a meeting and we’ll make the necessary adjustments to your strategy to help meet your new goals.

Work one-on-one with a J.P. Morgan advisor on a personalized investment strategy for your goals. Call 1-800-969-1734 to schedule your free consultation Monday–Friday from 8 AM to 9 PM ET and Saturday from 8:30 AM to 5 PM ET. Or fill out this form and we’ll contact you.

1-800-969-1734

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J.P. Morgan Private Client Advisor clients generally have $100,000 or more in investable assets. Click below once to have a J.P. Morgan team member contact you.

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Ongoing guidance tailored to your needs

Dedicated advisor

Work one-on-one with an advisor who will act in your best interest when managing your account and is committed to helping you reach your goals.

Custom portfolio

Your advisor can build your custom investment portfolio using a range of managed, brokerage and insurance products.

Open conversation

Your advisor can provide ongoing financial advice on how your portfolio can adapt to the changes in the market, your life and your goals.

Retirement

Your advisor can build an actionable plan for your retirement vision and help navigate any changes that come your way.

How you’ll work with your Private Client Advisor

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Connect on your terms

Connect with your dedicated advisor face-to-face in your local branch or via phone or video chat—it's your choice.

Let us call you

Get personalized advice

We’ll look at your full financial picture and build a strategy based on what‘s most important to you and your family.

Invest in your future

Your advisor can help you prepare for retirement, save for education and more. Discover the investment products that can support your goals.

Learn more, to invest in your future

J.P. Morgan Private Client Advisor account pricing

Advisor fees are based on the services and products you choose. We’ll make sure you have a clear understanding of these fees up front.

See Private Client Advisor account pricing

Get your free one-on-one investment consultation

To get started, call a J.P. Morgan team member Monday–Friday from 8 AM to 9 PM ET and Saturday from 8:30 AM to 5 PM ET or fill out a form and we’ll contact you.

Call 1-800-969-1734

Let us call you

What happens after I submit the form?

A J.P. Morgan team member will call you shortly.
We’ll gather some information to determine which advisor might be the right fit for you.
You’ll then be paired with a dedicated Private Client Advisor to begin creating your complimentary financial strategy.

Frequently asked questions

During your first meeting, your dedicated advisor will take the time to get to know you and your priorities, understand your goals and begin developing your personalized financial strategy.

Your dedicated advisor takes the time to get to know your priorities—from big goals to small details—and create a personalized financial strategy tailored to where you are now, and what you want to achieve in the future. Based on your needs, your advisor will build your custom investment portfolio using a range of managed, brokerage and insurance products.

Your dedicated advisor and you can revisit your strategy to ensure you stay on track through shifting markets, changing priorities and life’s milestones. You can also schedule a meeting and we’ll make the necessary adjustments to your strategy to help meet your new goals.

Please review our Private Client Advisor account pricing page for additional details about our investment advisory program and brokerage account annual fees and commission schedule.

You can work one-on-one with a dedicated J.P. Morgan Private Client Advisor in your local community to build a custom investment strategy, starting with a recommended minimum of $100,000 in investable assets. Or you can opt to partner over video or phone with a team of J.P. Morgan Personal Advisors who match you to an expert-built, managed portfolio designed to help you meet your goals, starting with a recommended minimum of $25,000 in investable assets.

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