Benefits That Go Above and Beyond
Get special access to Chase products and priority services, plus investing strategies and insights from J.P. Morgan.
Private Clients pay no Chase fees on most everyday banking transactions such as wire transfers and debit card purchases abroad. Plus receive additional benefits such as no foreign exchange rate adjustment fees2 for debit card usage or ATM withdrawals abroad
Get debit cards for family members and caregivers with adjustable spending and withdrawal limits3
As a Business Banking client your account balance qualifies you for Chase Private Client
Receive guidance from a team that specializes in improving cash flow, finding payment solutions, and providing financing options
Chase Private Clients can select from an array of Chase credit cards4, including the Chase Sapphire Reserve® card
Dedicated home and auto specialists will connect you with the best solutions for your home and auto needs, which includes discounted rates5 for eligible Private Clients
Receive competitive rates and discounts when you use eligible securities in your portfolio to secure a line of credit6
Get a free Customized Financial Analysis7 that gives you a detailed understanding of how your finances measure up to your vision for the future
As a Chase Private Client, you gain access to J.P. Morgan global expertise and investment insights that empower you to make better financial decisions
Talk to us when you’re looking for guidance or access Our Thinking to discover timely global insights that matter
As a Chase Private Client, you enjoy free online stock and ETF trades8 with You Invest, a new online investing platform. Speak to your Private Client Advisor or visit www.YouInvest.com to learn more.
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
Meet the People Dedicated to Chase Private Client
Your Chase Private Client team helps you manage the everyday and plan the extraordinary.
Private Client Banker
J.P. Morgan Private Client Advisor
Your Private Client Advisor works with you to develop and carry out a strategy that helps you reach your financial goals. With direct access to J.P. Morgan’s global insights and financial expertise, your advisor provides you with investment strategies and portfolio analysis that balance today with tomorrow.
Chase Specialists
From Home Lending Advisors to Business Banking advisors, you can depend on the comprehensive expertise of Chase’s specially‑trained professionals, as you need them. You’ll work with your Private Client Banker to identify which specialists can help you manage your financial needs.
“I felt a trust that I haven’t felt in a long, long time.”
Tom, Chase Private Client since 2015
We helped Tom realize his dream of retiring (and spending more time with the grandkids). As his J.P. Morgan Private Client Advisor says, “We’re able to paint that picture for people, understand what they want to do in retirement, and figure out how to get them there.†
Take a Glimpse Into Your Financial Future
Save for tomorrow, make the most of today. Try our interactive tool and discover how a J.P. Morgan Private Client Advisor uses the power of probability to help you pursue your financial goals.
Answers to Common Questions About Private Client
Our Thinking, Now All Yours
Benefit from J.P. Morgan’s insights and thought leadership that cover everything from investment strategies and retirement advice to market perspectives and economic outlooks.
Lifestyle
Planning
Lifestyle
