Get More From A Personalized Relationship1

Priority service. Exclusive benefits. Investment guidance. And an unparalleled focus on your needs — now and in the future. Welcome to Chase Private Client.

Why Chase Private Client - Personalized Service, Exceptional Benefits

Access the very best of Chase. Customers receive priority service, perks and benefits, and personalized investing guidance from J.P. Morgan.

01

Banking

Lower Fees And Priority Service For Your Personal Banking Needs. Your Private Client Banker Will Show You How.

  • No Chase fees on most everyday banking transactions including:
    • No ATM fees worldwide.2
    • No incoming or outgoing wire transfer fees.3
    • No fees on the first four overdrafts during the current and prior 12 statement periods.4
  • Higher limits on debit card purchases and ATM withdraws, as well as Zelle® limits.
  • Special entertainment perks and access to exclusive online and in-person events.
  • Manage cash flow, identify payment solutions and explore financing options with your Business Banking team.
Explore Private Client Banking

02

Lending

Access Exclusive Credit And Borrowing Programs With The Help Of Your Private Client Team.

  • Discounted home loan rates5 and personalized guidance from your home lending specialists.
  • Discounted rates on auto purchase financing.6



Explore Lending for Private Clients

03

Investing With J.P. Morgan

Experience A More Personal Approach To Wealth Management With J.P. Morgan.

  • Work with a J.P. Morgan Private Client Advisor who gets to know your family’s goals — down to the smallest details — so they can help you develop a personalized strategy.
  • Navigate changes in the market, and in your life, using an investment strategy built with J.P. Morgan’s global research and expertise.
  • No matter where you are, get a clear view of your finances in one, secure place by connecting your outside accounts on our Chase Mobile App.7
  • Have a direct line to your dedicated advisor, whether it’s over the phone, on video chat, or at your local branch.

Explore J.P. Morgan Wealth Management

 

INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

 

Dedicated to Private Client

Dedicated to Private Client -Meet the Professionals Who Make It All Happen

Your Chase Private Client team helps you manage the everyday and plan the extraordinary.

01

01 - Private Client Banker

Your Primary Point Of Contact

From day-to-day banking to tapping the full potential of your team of specialists, this is your key to making the most of your Private Client relationship.

02 - J.P. Morgan Private Client Advisor

Investment Guidance Tailored To You

Whether you’re looking forward to retirement, saving for your family’s education, or simply growing your wealth over time, our dedicated advisors will meet you wherever you are on your journey, to help you get closer to your goals.

03 - Home Lending Advisor

For Your Next Major Purchase

Borrow with confidence. Your dedicated specialist provides customized advice and solutions for your home lending needs.

04 - Business Relationship Manager

Your Connection to Chase Business Services

This specialized team member is focused on your business needs by helping manage cash flow, finding payment solutions and providing financing options. 

FAQ - Common Questions About Chase Private Client

Have another question for us? Let's connect.