Welcome to J.P. Morgan Securities |Select a Country

Wealth Planning

At J.P. Morgan Securities, we know what it takes to build and manage wealth, and what it takes to preserve it. We understand what your wealth represents: a certain lifestyle …the freedom to pursue the activities that matter most…a legacy for generations to come. So our Financial Advisors develop recommendations and strategies with great care because we know how important these assets are — and will be — to you.

Many of our clients come to us with sophisticated financial service needs. Some have wealth concentrations, complex wealth transfer needs and tax concerns. Others may own a business and would like to provide a retirement plan to reward and retain employees. To address these varied and complex issues, your Financial Advisor, using the vast resources of J.P. Morgan and partnering with our experienced wealth planning specialists will formulate a strategy that integrates all of your financial goals, such as retirement, wealth transfer, college savings, corporate and executive services and more, giving you a level of service, insight and solutions that can’t be matched.

Learn more about wealth planning.

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

 
 

Copyright © 2017 JPMorgan Chase & Co. All rights reserved.