Who We Are, Who We Serve and How We Serve You

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: 

  • Help you take a holistic view of your investments, evaluating assets in your account in light of your overall portfolio. This may include suggesting changes across your portfolio intended to help you rebalance your portfolio, reduce risk and/or increase returns.
  • Periodically review your Suitability Profile and Goals-Based Plan to help you stay on track to meet the goals most important to you and your family.
  • Provide views on the market, and guidance during periods of market volatility, in an attempt to help you make good decisions and avoid ill-timed actions.