Chase Private Client | Investing

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Investing with J.P. Morgan

Make More of Today and Tomorrow with J.P. Morgan

As a Chase Private Client, you gain access to J.P. Morgan global expertise and investing insights that help you move closer to your goals and get more out of the market.

The J.P. Morgan Advantage

We’re Fully Invested in You

A dedicated advisor, a thoughtful process based on your goals, and our global team and expertise. All working for you and your family.
A Dedicated Advisor Who Understands You icon

A Dedicated Advisor Who Understands You

A Personalized Process Defined by Your Goals icon

A Personalized Process Defined by Your Goals

We combine your goals with our global expertise to create an approach that helps you get more out of today and be ready for tomorrow.
Expertise That Helps You Get Ahead icon

Expertise That Helps You Get Ahead

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Your Dedicated Advisor

A Dedicated Advisor Who Understands You

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Our Planning Process

A Personalized Process Defined by Your Goals

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    Use our interactive tool to see how the retirement picture can change based on decisions made today.
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    Successful Investing
 Starts With a Plan

    Eric Tepper, Managing Director of J.P. Morgan, discusses getting the most out of today without taking your eyes off tomorrow.

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Expertise That Helps You Get Ahead
Expertise That Helps You Get Ahead
our knowledge & insights

Expertise That Helps You Get Ahead

Your dedicated Private Client Advisor is backed by the 160 years of experience and more than $1.7 trillion in assets overseen by J.P. Morgan’s global team of investment professionals.

A team of experts help you create a portfolio that makes sense for you.

  • Your J.P. Morgan Private Client Advisor

    Personalized Strategy
    Personalized Strategy

    Work with your advisor to set your goals, select investment strategies, and gain access to the rest of your J.P. Morgan team.

  • Chief Investment Office Team

    Economic Insights
    Economic Insights

    Benefit from unique insights about economic and market conditions from our J.P. Morgan Chief Investment Office, with strategies that evolve with the global economy.

  • Portfolio Management Group

    Investment Strategies
    Investment Strategies

    Identify internal and external investment strategies that align with your goals and are consistent with the risk and return expectations of your portfolio.

Based on what we know about you and the market, we work together to create your core portfolio, which is made up of a mix of long-term and short-term investments that align with your goals. As time goes on, we continue to meet with you and make tactical allocation shifts to adjust your portfolio to reflect current market circumstances and avoid risk.

Our Approach to Establishing Your Portfolio
Our Approach to Establishing Your Portfolio
Our Approach to Establishing Your Portfolio

Through thoughtful diversity that aligns with your goals and market trends, we help you plan for growth and stability.

  • Grow Your Portfolio
  • Obtain Stability Through Variety
  • Diversify in More Ways
Your Diversified Portfolio
Your Diversified Portfolio
Your Diversified Portfolio
The Power of Diversification

Nancy Rooney, Head of Managed Solutions for J.P. Morgan Private Bank.

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ACCESS MORE KNOWLEDGE

Our Thinking, Now All Yours

See Our Thinking
See Our Thinking
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“It’s the access to J.P. Morgan investment vehicles, it’s the retirement planning, it’s the kids’ college fund, it’s the rainy day fund.“

Take a Glimpse Into Your Financial Future

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FAQ

Answers to Common Investing Questions

Have another question for us? Let us contact you.