Who We Are
At J.P. Morgan Private Bank, we will work with you to create an integrated and comprehensive strategy to help you meet your investment needs. We offer a wide variety of investment products, including, as a part of our trust and fiduciary services, investment management and custody accounts through JPMCB and, through JPMS, other investment products and services, such as brokerage accounts.
The Guide will focus primarily on the investment products and services the Private Bank offers through JPMS. JPMS is a registered broker-dealer and investment adviser with the Securities and Exchange Commission (“SEC”). JPMS is also a member of the Financial Industry Regulatory Authority (“FINRA”), the Municipal Securities Rulemaking Board (“MSRB”) and the Securities Investor Protection Corp. (“SIPC”).
Who We Serve
We provide brokerage and investment management services to a broad array of clients, including individuals, entities, trusts, endowments and foundations. Through our International Private Bank, we also serve individuals and entities domiciled outside the United States. Please be aware that some account types, and certain products and services, may not be available to all clients.
How We Serve You
As a client of the Private Bank, you will receive the services of a dedicated J.P. Morgan team, which will provide access to the relevant and experienced specialists of J.P. Morgan. Your J.P. Morgan team can work with you and your other consultants (for example, lawyers, accountants and family offices, as appropriate) to develop a tailored and comprehensive financial plan focused on your goals across investing, banking, lending and much more. Alternately, you can choose to invest online. You can be serviced in a Private Bank office, client service center, online, or over the phone.
At your request, as a part of your services, your J.P. Morgan team can: