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J.P. MORGAN PRIVATE CLIENT ADVISORYour dedicated advisor, right in your community

Partner one-on-one with a J.P. Morgan Advisor to build a personalized strategy based on what's most important to you.

To set up your free one-on-one investment consultation, call 1-800-969-1734 to speak to a J.P. Morgan team member Monday–Friday from 8 AM to 9 PM ET. Or fill out a form and we’ll contact you.

Connect now with J.P. Morgan Advisor

Ongoing guidance tailored to your needs

Dedicated advisor

Work one-on-one with an advisor who’s committed to understanding your needs and helping you reach your goals.

Custom portfolio

Access a range of managed, brokerage and insurance products to build your custom investment portfolio.

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.

Trusted expertise

With exclusive access to J.P. Morgan’s industry-leading research and insights, your advisor can help you navigate life changes.

Here’s how a Private Client Advisor can help you make the most of your money

Connect on your terms

Work with your dedicated J.P. Morgan Private Client Advisor face-to-face in your local branch or via phone or video chat—it's your choice.

Get more from personalized advice

Your dedicated advisor takes the time to get to know you, your family and your finances to better understand your goals—now and in the future.

Focus on your goals

Your Private Client Advisor will help you prioritize your goals and design a custom portfolio that reflects what's important to you, backed by J.P. Morgan’s industry-leading research and expertise.

Make informed decisions

You can count on your advisor to help explain how life events and market trends might affect your path forward, and help you adjust your strategy and portfolio, every step of the way.

Collaborate online

You and your advisor can use our Wealth Plan experience to track your progress in real time and work together to address any bumps in the road—you can even schedule a meeting with just a few clicks.

J.P. Morgan Private Client Advisor pricing

When you open a full-service managed or brokerage account with us, you get one-on-one advice and guidance from your dedicated Private Client Advisor.

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 or fill out a form and we’ll contact you.

Contact a J.P. Morgan Financial Advisor

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. Once we understand your full financial picture, risk tolerance and time horizon, we'll recommend expert-built investment portfolios that help meet your needs.

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.

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

J.P. Morgan Private Client Advisor 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.

Sharpen your knowledge with the latest news and market commentary

Tap into the latest news and subscribe for market commentary and analysis from J.P. Morgan specialists to help you plan your investment strategy and learn about opportunities.

Explore more ways to invest

INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing

Build your investment portfolio on your own with unlimited $0 commission online trades.

INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing

Build your investment portfolio on your own with unlimited $0 commission online trades.

WORK WITH OUR TEAM OF ADVISORSJ.P. Morgan
Personal Advisors

Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice remotely.

WORK WITH OUR TEAM OF ADVISORSJ.P. Morgan
Personal Advisors

Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice remotely.