Guide to Investment Services and Brokerage Products

Thank you for your interest in investing with J.P. Morgan Private Bank (the “Private Bank”). We believe our knowledge and experience, combined with our broad range of products and services, will provide the foundation to help you realize your investing goals.

Inside this Guide, you will find information to help you understand our investment services and brokerage products so that you can choose what works best for you. We provide details on our products and services, as well as those we offer from third-party providers. You will also learn about the compensation that the Private Bank, acting through JPMorgan Chase Bank, N.A. (“JPMCB”), J.P. Morgan Securities LLC (“JPMS”) and its affiliates (collectively, “J.P. Morgan”) and, if applicable, its investment professionals, can reasonably expect to be paid from the sale of the products and for the services available through the Private Bank. 

We hope you find the Guide to be a useful resource. 

The following links provide an overview of the information found in the guide. Click on a section title to see detailed information.

 

The information in the Guide to Investment Services and Brokerage Products is being provided in connection with requirements under the SEC’s Regulation Best Interest and is considered effective as of June 29, 2020.

JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.

INVESTMENT PRODUCTS: NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE