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Banking & Lending

Banking and cash management
Working closely with you across your entire financial picture, your J.P. Morgan Securities Financial Advisor can help allocate cash to provide the liquidity you require each day through deposit products that are designed to complement your lifestyle:

  • Business and personal checking and savings accounts
  • Cash Management Account linked to your J.P. Morgan Securities brokerage account

Successful wealth management requires attention to both sides of your balance sheet — your liabilities as well as your assets. Your J.P. Morgan Securities Financial Advisor can help you meet your liquidity needs — without disturbing a longer term investment strategy — to pursue business or personal financial goals.

We’ll seek to understand your financial goals and make recommendations based on how financing may enhance your overall financial picture with:

  • Home financing solutions
  • Lending strategies to put your assets to work
  • Tailored credit solutions

J.P. Morgan Lines of Credit may not be used to purchase, trade or carry securities or to repay debt used to purchase, trade or carry securities.


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