Your team. Your vision. The strength of J.P. Morgan.
J.P. Morgan Private Client brings your banking and wealth strategy together in one unified relationship, providing personalized support for your whole financial life. Talk with our team to learn more about how we can serve you, your family, businesses and trusts.
A partnership centered on you
As a J.P. Morgan Private Client your dedicated senior banker helps manage your financial life with personal attention and exceptional service. Together with a team of specialists, they help keep your broader financial strategy moving forward as your priorities evolve.
J.P. MORGAN WEALTH MANAGEMENTIntegrated investing,
banking and wealth
The specialized resources of a global financial leader are available to you, adapted to your unique goals by your dedicated J.P. Morgan advisor and senior banker.
Wealth
Planning
Receive a plan centered on growing and protecting your wealth, lifestyle and goals.
Investment Management
Guidance with asset allocation to support your goals, navigate market cycles and capitalize on various opportunities.
Lending
Strategies
Personalized financing options from dedicated lending specialists can help you access funding for large purchases or unexpected liquidity demands.
Banking and Liquidity Management
Application of a liquidity management framework and cash bucketing concepts to assist with short- and long-term impacts on your portfolio.
Investing insights for you
Stay ahead with timely news, market trends and financial planning insights from J.P. Morgan’s Global Investment Strategy Group
A relationship for your full financial picture
Realizing a vision requires a comprehensive strategy. J.P. Morgan Private Client helps simplify and align the moving parts of your financial life.
Business banking
As a J.P. Morgan Private Client with business banking, your Business Banking relationship receives the same level of care as your personal wealth. Your dedicated senior banker works in close coordination with your Business Relationship Manager to provide high-touch, tailored support for your day-to-day operations.
Extend your benefits to those who matter most to you
Because your financial life often encompasses your family, businesses and trusts, you can extend your J.P. Morgan Private Client benefits to the people who matter most. Those you include in your membership enjoy the same level of care from your dedicated senior banker, plus wealth management services and access to our global resources.
For your family
Eligible family members receive their own direct connection to your team—with the same personalized attention and support you've come to rely on, dedicated entirely to their needs.
For your business
Your membership can extend to your business entities, so your personal and professional finances are managed together, seamlessly, by the same dedicated team.
Become a J.P. Morgan Private Client
Talk with a member of our team to see how we can support your personal, business and legacy goals.
FAQs
J.P. Morgan Private Client (JPMPC) is an exclusive banking and wealth management experience designed for clients who intend to deposit and invest $1,000,000 or more with us. As a JPMPC client, you benefit from a dedicated senior banker and a J.P. Morgan Wealth Management advisor who partner with you to deliver sophisticated strategies, proactive guidance, and access to the firm’s full breadth of resources. You’ll enjoy personalized advisory support, enhanced account benefits, and tailored solutions for your evolving financial needs, including your family, trusts and businesses.
J.P. Morgan Private Client (JPMPC) and Chase Private Client (CPC) are both premium banking and wealth management experiences, but they are designed for different needs and levels of wealth:
- JPMPC is designed for clients who intend to deposit and invest $1,000,000 or more with us. JPMPC offers an exceptional experience centered on your ambitions, with a dedicated senior banker and J.P. Morgan Wealth Management advisor who deliver the firm’s sophisticated capabilities, proactive partnership, and access to exclusive benefits and specialized planning for complex financial needs. You’ll receive personalized advisory support, higher transition limits, and the ability to extend benefits to your family, trusts and businesses.
- CPC is designed for clients who intend to invest $150,000 or more with us. CPC provides dedicated support from a Chase Private Client banker and a J.P. Morgan advisor, helping you keep your banking, lending, and investing in sync. You’ll enjoy premium banking benefits, personalized guidance for your financial milestones, and access to specialists for your day-to-day needs.
In summary, JPMPC is tailored for clients with more complex financial needs and higher balances, offering a more exclusive and comprehensive service model, while CPC is ideal for clients seeking premium banking and investing support with a lower minimum balance requirement.
J.P. Morgan Private Client is designed for individuals who intend to deposit and invest $1,000,000 or more with us. This includes both personal and qualifying business accounts, and is ideal for clients seeking a comprehensive, high-touch banking and wealth management experience.
As a J.P. Morgan Private Client, you enjoy personalized advisory support from a dedicated senior banker and J.P. Morgan Wealth Management advisor, access to exclusive banking features, enhanced account benefits, and personalized solutions for your evolving financial needs — including your family, trusts and businesses.
Your dedicated senior banker helps coordinate your banking, lending, investing, business needs and estate planning — so you're not managing multiple relationships. Your J.P. Morgan Wealth Management advisor builds strategies around your specific goals, including retirement, legacy and wealth transfer. And as your needs grow, your team grows with you.
To learn more or to become a J.P. Morgan Private Client, schedule a consultation with a dedicated senior banker. We’ll help you explore your options and ensure you’re getting the most out of your relationship.
Yes. As a J.P. Morgan Private Client, you have direct access to a J.P. Morgan Wealth Management advisor who will work with you to create tailored investment strategies and provide one-on-one guidance for your financial goals. Your advisor can help you grow and preserve your wealth, plan for retirement, and address complex needs with the support of specialized resources and the strength of a global financial leader.
J.P. Morgan Private Client offers a full suite of banking and wealth management services, including checking and savings accounts, lending solutions, investment management, business banking, trust and estate planning, and access to specialized advisors for complex financial needs.
Your dedicated senior banker and J.P. Morgan Wealth Management advisor can be available to support you when you need them —by phone, email, or video call, or in person at a location convenient to you, including Chase branches and J.P. Morgan Financial Centers. Connect directly for personalized guidance and proactive planning from a team invested in your goals.
Yes. Your J.P. Morgan Private Client benefits can be extended to your family members, trusts, and qualifying businesses, so those who matter most share the same elevated experience, dedicated support, and exceptional service you do.
There is a $150 Monthly Membership Plan assessment for J.P. Morgan Private Client Membership Benefits, OR $0 when you meet any one of the following during each monthly statement period: (1) you are within your first year of enrollment in the Membership Plan, OR (2) you maintain $1,000,000 or more in Qualifying Balances.
You have access to secure digital banking tools that allow you to manage your accounts, move money, monitor your portfolio and set custom alerts. Log in online or via the mobile app to access your accounts anytime, anywhere. Your accounts are safeguarded with advanced security features and round-the-clock fraud monitoring.
J.P. Morgan Private Client members enjoy access to a complimentary luxury travel advisor to unlock comprehensive itinerary planning and support to allow clients to fully enjoy and immerse themselves in their destination. Enjoy exclusive access to travel amenities and extraordinary travel experiences.