The OS Group
J.P. Morgan Securities
560 Mission Street, Suite 2400
San Francisco, CA 94105
Phone(s): (415) 772-3123, (800) 688-2327
Fax: (415) 249-8474
As clients amass wealth, they often seek guidance on how to handle the complexities of managing that wealth. This is what we do best. Whether you are looking to grow, preserve or transfer wealth, our financial advisory practice offers the best of both worlds: the high-touch, client-centric benefits of a boutique firm, with the resources of one of the world’s largest and most-respected financial institutions.
With more than 100 years of combined experience—and having honed our skills during some of the most trying market environments of the past 30 years—we are well versed in the intricacies of wealth management and can address a broad range of your financial needs: from investment portfolios and trust and estate planning strategies, to checking accounts and mortgages.
Our business is rooted in our mission to exceed our clients’ expectations, a charge that comes not only from our years of personal experience, but also from being part of a world-class team.
About J.P. Morgan Securities
J.P. Morgan Securities leverages one of the most comprehensive product platforms in the industry, as well as the financial strength of JPMorgan Chase & Co., one of the world’s oldest, largest and best known financial institutions. Our Investment Professionals offer clients a broad suite of transactional, wealth management and investment advisory services. They provide highly personalized service and access to world-class products and services offered through the global financial resources of J.P. Morgan.
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. J.P. Morgan Securities offers investment products, services, Clearing and Custody through J.P. Morgan Securities LLC, a member of FINRA and SIPC. Bank products and services are offered by JPMorgan Chase Bank, N.A. and its bank affiliates.
Investment products: Not FDIC insured • No bank guarantee • May lose value