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J.P. Morgan Managed Investment Services Disclosure Documents

  • J.P. Morgan Managed Investment Services Form ADV 2A (PDF)
    Provides specific regulatory disclosures regarding the J.P. Morgan Managed Investment Services program.
  • J.P. Morgan Private Investments Form ADV 2A & 2B (PDF)
    Provides specific regulatory disclosures regarding JPMPI's role as a registered Investment Adviser. Includes a description of JPMPI's investment advisory products and services and of certain policies and procedures the firm has implemented to maintain compliance with the Investment Advisers Act of 1940, and includes JPMPI's privacy notice.
  • J.P. Morgan Wealth Management Solutions Form ADV 2A & 2B (PDF)
    Provides specific regulatory disclosures regarding WMS's role as a registered Investment Adviser. Includes a description of the implementation and overlay management services that WMS provides for the MIS program and of certain policies and procedures the firm has implemented to maintain compliance with the Investment Advisers Act of 1940, and includes WMS's privacy notice.
  • Single Manager Strategies
    Provides specific regulatory disclosures regarding the Manager's role as a registered Investment Adviser. Also includes the Manager's Privacy Policy and Proxy Voting Policy.