J.P. MORGAN PRIVATE CLIENT ADVISORYour dedicated advisor, right in your community
Partner one-on-one with a J.P. Morgan Private Client 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.
Ongoing guidance tailored to your needs
Work one-on-one with an advisor who’s committed to understanding your needs and helping you reach your goals.
Access a range of managed, brokerage and insurance products to build your custom investment portfolio.
Your advisor can provide ongoing financial advice on how your portfolio can adapt to the changes in the market, your life and your goals.
With exclusive access to J.P. Morgan’s market 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
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 market research and trusted 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.
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.
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.
A J.P. Morgan Private Client Advisor works with you one on one 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 over the phone or video and will be matched to expert-built portfolios designed to help you meet your goals.
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