Private Client Advisors
Get a free one-to-one investment consultation with a Private Client Advisor to help you stay on track.
I’m interested in...
Partnering one-on-one with an experienced, community-based advisor to evolve and customize my investing strategy around my entire financial picture.
I want to...
Work closely with a dedicated advisor in my local Chase branch who will help me design and implement an investment plan that best fits my unique needs.
Access to an advisor?
Yes – in person, over the phone and video
Minimum initial investment
A diverse range of investment products based on your needs and requirements, including but not limited to: Mutual funds, ETFs, structured notes, annuities, 529s, securities-based lending, donor-advised funds.
Call 1-800-969-1734 to speak with a J.P. Morgan team member from Mon-Fri 9 AM - 6 PM ET.