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Investing Solutions

J.P. Morgan Securities Financial Advisors provide access to a wide array of investment products and strategies.

A broad range of investment choices
Whether you are an experienced investor who makes your own investment decisions, or you prefer to have an advisor develop a customized investment portfolio based on your needs and goals, we have a platform that provides the level of guidance and expertise that is right for you.

Constructing Your Portfolio
At J.P. Morgan Securities, we believe that the key to a sound investment strategy is designing a portfolio that meets our clients’ specific needs and achieves the right balance between risk and return. Our Financial Advisors combine their investment experience with a disciplined portfolio construction process to tailor a portfolio that considers your unique circumstances, such as diverse family objectives or business and tax concerns.

Your Financial Advisor can work closely with you to tailor an investment plan that meets your unique needs and goals, using a four step process:

  • Review Your Financial Profile
  • Understand Your Needs and Goals
  • Develop an Investment Strategy
  • Track and Monitor Your Portfolio

Learn more about our firm and investment professionals through FINRA BrokerCheck.

The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.

This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

“J.P. Morgan Securities” is a brand name for a wealth management business conducted by JPMorgan Chase & Co. and certain subsidiaries. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC.

Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Investment and Insurance Products are: Not FDIC insured • Not insured by an 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

 
 

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