J.P. MORGAN PRIVATE CLIENT ADVISORYour dedicated advisor, right in your community
Partner one-on-one with a J.P. Morgan Private Client Advisor to build a personalized strategy based on what's most important to you.
To set up your free one-on-one investment consultation, call 1-877-225-0854 to speak to a J.P. Morgan team member Monday–Friday from 8 AM to 9 PM ET. Or fill out a form and we’ll contact you.
Ongoing guidance tailored to your needs
Dedicated advisor
Work one-on-one with an advisor who will act in your best interest when managing your account and is committed to helping you reach your goals.
Custom portfolio
Access a range of managed, brokerage and insurance products to build your custom investment portfolio.
Open conversation
Your advisor can provide ongoing financial advice on how your portfolio can adapt to the changes in the market, your life and your goals.
Retirement
Your advisor can build an actionable plan for your retirement vision and help navigate any changes that come your way.
Get started today
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Click “continue” once to have a J.P. Morgan team member contact you. J.P. Morgan Private Client Advisor clients generally have $100,000 or more in investable assets.
How you’ll work with your Private Client Advisor
Connect on your terms
Connect with your dedicated advisor face-to-face in your local branch or via phone or video chat—it's your choice.
Get personalized advice
We’ll look at your full financial picture and build a strategy based on what‘s most important to you and your family.
Invest in your future
Your advisor can help you prepare for retirement, save for education and more. Discover the investment products that can support your goals.
J.P. Morgan Private Client Advisor account pricing
Review the types of investment accounts offered and learn about brokerage and advisory account pricing.
Get your free one-on-one investment consultation
To get started, call a J.P. Morgan team member Monday–Friday from 8 AM to 9 PM ET or fill out a form and we’ll contact you.
Frequently asked questions
During your first meeting, your dedicated advisor will take the time to get to know you and your priorities, understand your goals and begin developing your personalized financial strategy.
Your dedicated advisor takes the time to get to know your priorities—from big goals to small details—and create a personalized financial strategy tailored to where you are now, and what you want to achieve in the future. Based on your needs, your advisor will build your custom investment portfolio using a range of managed, brokerage and insurance products.
Your dedicated advisor and you can revisit your strategy to ensure you stay on track through shifting markets, changing priorities and life’s milestones. You can also schedule a meeting and we’ll make the necessary adjustments to your strategy to help meet your new goals.
Please review our Private Client Advisor pricing page for additional details.
J.P. Morgan Personal Advisors gives you access to a team of advisors over video or phone and who match you to an expert-built, managed portfolio designed to help you meet your goals, starting with a recommended minimum of $25,000 in investable assets. Or, you can work one-on-one with a dedicated J.P. Morgan Private Client Advisor in your local community to build a custom investment strategy, starting with a recommended minimum of $100,000 in investable assets.
Sharpen your knowledge with the latest news and market commentary
Tap into the latest news and subscribe for market commentary and analysis from J.P. Morgan specialists to help you plan your investment strategy and learn about opportunities.
Explore more ways to invest
INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing
Build your investment portfolio on your own with unlimited $0 commission online trades.
INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing
Build your investment portfolio on your own with unlimited $0 commission online trades.
WORK WITH OUR TEAM OF ADVISORSJ.P. Morgan
Personal Advisors
Work with a team of advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice remotely.
WORK WITH OUR TEAM OF ADVISORSJ.P. Morgan
Personal Advisors
Work with a team of advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice remotely.
Invest with our award-winning experience
J.P. Morgan Wealth Management—#1 Wealth Manager
J.P. Morgan Wealth Management was named #1 Wealth Manager by Kiplinger Readers’ Choice awards for outstanding quality of service and overall customer satisfaction.
Best Digital Initiative and Best use of Technology
J.P. Morgan Wealth Plan® received the Best Digital Initiative and Best Use of Technology in Wealth Management in the 2023 Banking Tech USA Awards.
