Our Philadelphia, PA Office | J.P. Morgan Private Bank U.S. (2024)

Put the power of the World’s Best Private Bank* to work for you.

Whether you're focused on building, preserving or transferring your wealth, our team in Philadelphia is here to help you achieve all you envision. The specialists in our Center City office work to meet your goals with an elevated private banking experience shaped around you. It's one way we're raising the standard in private banking.

*Awards or rankings are not indicative of future success or results. For third-party award selection criteria and other important information, learn more

We do much more than manage wealth; we aim to add value to your life.Our specialists are here to open doors, explore new opportunities and help you to experience the full possibilities your wealth creates. We're always finding ways to shape an elevated private banking experience around you.

Adrian Harris Managing Director, Market Manager Philadelphia, PA
Colin Wetherill Managing Director, Head of Investments and Advice Philadelphia, PA
Justin O’Malley Managing Director, Market Team Lead Philadelphia, PA
Douglas Disesa Executive Director, Team Lead Philadelphia, PA

Our Philadelphia Team Prioritizes You.

Adrian Harris, Colin Wetherill, Christina Deaver, and Geoff Walsh discuss how the sound solutions and advice that we bring to the table are backed by the resources and capabilities of our global firm. Discover all the benefits our clients appreciate, and let us help you achieve your goals. Watch here.

Adrian:

The team at J.P. Morgan Private Bank in Philadelphia is really committed to serving our client base. As a client of J.P. Morgan Private Bank, you get all of the resources of an organization of this size, delivering sound financial advice to solve problems by a team of experts in each particular discipline.

Colin:

You're joining a community of entrepreneurs, leaders of industry, multi-generational family wealth. And you combine that with the solutions and the advice that we bring to the table from 170 years of experience, it leads to very powerful results for our clients.

Christina:

We have the resources of a global firm, but we deliver them with a high touch and white glove service. We only work with a small number of clients and families, so that their needs are always top of mind. What’s most important to our clients is giving them a sense of security.

Geoff:

And they’re looking for a permanent home for their family's wealth. They are looking to work with individuals who are honest and have a high level of character and have innovative ideas as well as a high level of stability in the institution itself over an extended period of time.

Adrian:

Our office is committed to making Philadelphia and the Mid-Atlantic region one of the premier regions in the entire United States. Our employees really go above and beyond to serve these families over generations, literally almost becoming part of their family.

DISCLAIMER:

 INVESTMENT AND INSURANCE PRODUCTS ARE: 

• NOT FDIC INSURED  

• NOT INSURED BY ANY 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 

Please read important information at the end.

GFX - TITLE:

Local Look

Philadelphia

Adrian:

The team at J.P. Morgan Private Bank in Philadelphia is really committed to serving our client base. As a client of J.P. Morgan Private Bank, you get all of the resources of an organization of this size, delivering sound financial advice to solve problems by a team of experts in each particular discipline.

Colin:

You're joining a community of entrepreneurs, leaders of industry, multi-generational family wealth. And you combine that with the solutions and the advice that we bring to the table from 170 years of experience, it leads to very powerful results for our clients.

Christina:

We have the resources of a global firm, but we deliver them with a high touch and white glove service. We only work with a small number of clients and families, so that their needs are always top of mind. What’s most important to our clients is giving them a sense of security.

Geoff:

And they’re looking for a permanent home for their family's wealth. They are looking to work with individuals who are honest and have a high level of character and have innovative ideas as well as a high level of stability in the institution itself over an extended period of time.

Adrian:

Our office is committed to making Philadelphia and the Mid-Atlantic region one of the premier regions in the entire United States. Our employees really go above and beyond to serve these families over generations, literally almost becoming part of their family.

GFX – LOGO ANIMATION:

J.P. Morgan Private Bank

KEY RISKS

This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, aresubject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations.If you are a person with a disability and need additional support accessing thismaterial, please contact your J.P. Morgan team or email us ataccessibility.support@jpmorgan.comfor assistance.Please read all Important Information.

GENERAL RISKS & CONSIDERATIONS

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks.Investors may get back less than they invested, and past performance is not a reliable indicator of future results.Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.

NON-RELIANCE

Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for anyloss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in theevent that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, andthis material should not be regarded as a research reportAny projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.

Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request. J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.

YOUR INVESTMENTS AND POTENTIAL CONFLICTS OF INTEREST

Conflicts of interest will arise whenever JPMorgan Chase Bank, N.A. or any of its affiliates (together, “J.P. Morgan”) have an actual or perceived economic or other incentive in its management of our clients’ portfolios to act in a way that benefits J.P. Morgan. Conflicts will result, for example (to the extent the following activities are permitted in your account): (1)when J.P. Morgan invests in an investment product, such as a mutual fund, structured product, separately managed account or hedge fund issued or managed by JPMorgan Chase Bank, N.A. or an affiliate, such as J.P. Morgan Investment Management Inc.; (2)whena J.P. Morgan entity obtains services, including trade execution and trade clearing, from an affiliate; (3)when J.P. Morgan receives payment as a result of purchasing an investment product for a client’s account; or (4)when J.P. Morgan receives payment for providing services (including shareholder servicing, recordkeeping or custody) with respect toinvestment products purchased for a client’s portfolio. Other conflicts will result because ofrelationships that J.P. Morgan has with other clients or when J.P. Morgan acts for its ownaccount.

Investment strategies are selected from both J.P. Morgan and third-party asset managers and are subject to a review process by our manager research teams. From this pool of strategies, our portfolio construction teams select those strategies we believe fit our asset allocation goals and forward-looking views in order to meet the portfolio’s investment objective.

As a general matter, we prefer J.P. Morgan managed strategies. We expect the proportion of J.P. Morgan managed strategies will be high (in fact, up to 100 percent) in strategies such as, for example, cash and high-quality fixed income, subject to applicable law and any account-specific considerations.

While our internally managed strategies generally align well with our forward-looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios.

LEGAL ENTITY, BRAND & REGULATORY INFORMATION

In theUnited States, bank deposit accounts and related services, such as checking, savings and bank lending, are offered byJPMorgan Chase Bank, N.A.Member FDIC.

JPMorgan Chase Bank, N.A.and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed investment accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered throughJ.P. Morgan Securities LLC (“JPMS”), a member ofFINRAandSIPC. 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 JPM. Products not available in all states.

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Our Philadelphia, PA Office | J.P. Morgan Private Bank U.S. (9)

We bring you a team of specialists in Philadelphia carefully curated to match your goals.

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Our Philadelphia, PA Office | J.P. Morgan Private Bank U.S. (10)

Euromoney names J.P. Morgan “World’s Best Private Bank”

For the third year in a row, J.P. Morgan received this accolade that reflects the bank’s unwavering commitment to delivering exceptional client service.

Learn More

Our Commitment to the Philadelphia Community.

At the Private Bank, we’re committed to making an impact in our community. Adrian Harris, Geoff Walsh, Colin Wetherill, and Christina Deaver discuss some of our latest initiatives aimed at making a positive difference.

DISCLAIMER:

INVESTMENT AND INSURANCE PRODUCTS ARE: 

• NOT FDIC INSURED  

• NOT INSURED BY ANY 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 

Please read important information at the end.

Adrian:

JPMorgan Chase's commitment to the community is huge. We've dedicated over $30 billion over five years to combat racial equity and systemic racism. In Philadelphia, we're combating that same initiative with over $5 million to the Kensington Corridor and other initiatives.

Geoff:

JPMorgan Chase is expanding dramatically in the Philadelphia community across almost all lines of business. And as a result, we’re really investing in the community across the whole region.

Adrian:

I sit on the Jefferson Hospital Leadership Council here in Philadelphia. I also sit on the board of Women's Way of Philadelphia. It's a great organization here that's local that helps empower young women and girls.

Colin:

I've lived in Philadelphia for the better part of 20 years. I have two little ones who live in the city here. Anything I can do to improve the community in which we live and the community in which I work is very, very important to me. There are local community organizations that we try and support as a team. Like Philabundance, Ronald McDonald House.

Adrian:

One of the things I'm most proud of is during the height of the pandemic, my team came together, formed what we called a Making A Difference Committee.

Christina:

I co-lead the Making a Difference Committee internally. And there's four primary focuses and one of them is getting out in the community and doing one flagship event per year.

Adrian:

One of our signature events was providing meals to COVID workers at two different hospitals, located both in Philadelphia and Pittsburgh. We delivered over 150 meals to each hospital as a way to say thank you to all of the workers who help keep us safe.

Colin:

Our commitment to the community extends beyond the brick and mortars that we're establishing each and every day through Chase or through the J.P. Morgan brand in general.

KEY RISKS

This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, aresubject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations.If you are a person with a disability and need additional support accessing thismaterial, please contact your J.P. Morgan team or email us ataccessibility.support@jpmorgan.comfor assistance.Please read all Important Information.

GENERAL RISKS & CONSIDERATIONS

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks.Investors may get back less than they invested, and past performance is not a reliable indicator of future results.Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.

NON-RELIANCE

Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for anyloss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in theevent that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research reportAny projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.

Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request. J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.

YOUR INVESTMENTS AND POTENTIAL CONFLICTS OF INTEREST

Conflicts of interest will arise whenever JPMorgan Chase Bank, N.A. or any of its affiliates (together, “J.P. Morgan”) have an actual or perceived economic or other incentive in its management of our clients’ portfolios to act in a way that benefits J.P. Morgan. Conflicts will result, for example (to the extent the following activities are permitted in your account): (1)when J.P. Morgan invests in an investment product, such as a mutual fund, structured product, separately managed account or hedge fund issued or managed by JPMorgan Chase Bank, N.A. or an affiliate, such as J.P. Morgan Investment Management Inc.; (2)whena J.P. Morgan entity obtains services, including trade execution and trade clearing, from an affiliate; (3)when J.P. Morgan receives payment as a result of purchasing an investment product for a client’s account; or (4)when J.P. Morgan receives payment for providing services (including shareholder servicing, recordkeeping or custody) with respect toinvestment products purchased for a client’s portfolio. Other conflicts will result because ofrelationships that J.P. Morgan has with other clients or when J.P. Morgan acts for its ownaccount.

Investment strategies are selected from both J.P. Morgan and third-party asset managers and are subject to a review process by our manager research teams. From this pool of strategies, our portfolio construction teams select those strategies we believe fit our asset allocation goals and forward-looking views in order to meet the portfolio’s investment objective.

As a general matter, we prefer J.P. Morgan managed strategies. We expect the proportion of J.P. Morgan managed strategies will be high (in fact, up to 100 percent) in strategies such as, for example, cash and high-quality fixed income, subject to applicable law and any account-specific considerations.

While our internally managed strategies generally align well with our forward-looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios.

LEGAL ENTITY, BRAND & REGULATORY INFORMATION

In the United States, bank deposit accounts and related services, such as checking, savings and bank lending, are offered byJPMorgan Chase Bank, N.A.Member FDIC.

JPMorgan Chase Bank, N.A.and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed investment accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered throughJ.P. Morgan Securities LLC (“JPMS”), a member ofFINRAandSIPC. 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 JPM. Products not available in all states.

DISCLAIMER:

INVESTMENT AND INSURANCE PRODUCTS ARE: 

• NOT FDIC INSURED  

• NOT INSURED BY ANY 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 

Please read important information at the end.

GFX - TITLE:

Local Look

Philadelphia

Adrian:

JPMorgan Chase's commitment to the community is huge. We've dedicated over $30 billion over five years to combat racial equity and systemic racism. In Philadelphia, we're combating that same initiative with over $5 million to the Kensington Corridor and other initiatives.

Geoff:

JPMorgan Chase is expanding dramatically in the Philadelphia community across almost all lines of business. And as a result, we’re really investing in the community across the whole region.

Adrian:

I sit on the Jefferson Hospital Leadership Council here in Philadelphia. I also sit on the board of Women's Way of Philadelphia. It's a great organization here that's local that helps empower young women and girls.

Colin:

I've lived in Philadelphia for the better part of 20 years. I have two little ones who live in the city here. Anything I can do to improve the community in which we live and the community in which I work is very, very important to me. There are local community organizations that we try and support as a team. Like Philabundance, Ronald McDonald House.

Adrian:

One of the things I'm most proud of is during the height of the pandemic, my team came together, formed what we called a Making A Difference Committee.

Christina:

I co-lead the Making a Difference Committee internally. And there's four primary focuses and one of them is getting out in the community and doing one flagship event per year.

Adrian:

One of our signature events was providing meals to COVID workers at two different hospitals, located both in Philadelphia and Pittsburgh. We delivered over 150 meals to each hospital as a way to say thank you to all of the workers who help keep us safe.

Colin:

Our commitment to the community extends beyond the brick and mortars that we're establishing each and every day through Chase or through the J.P. Morgan brand in general.

GFX – LOGO ANIMATION:

J.P. Morgan Private Bank

KEY RISKS

This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, aresubject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations.If you are a person with a disability and need additional support accessing thismaterial, please contact your J.P. Morgan team or email us ataccessibility.support@jpmorgan.comfor assistance.Please read all Important Information.

GENERAL RISKS & CONSIDERATIONS

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks.Investors may get back less than they invested, and past performance is not a reliable indicator of future results.Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.

NON-RELIANCE

Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for anyloss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in theevent that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research reportAny projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.

Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request. J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.

YOUR INVESTMENTS AND POTENTIAL CONFLICTS OF INTEREST

Conflicts of interest will arise whenever JPMorgan Chase Bank, N.A. or any of its affiliates (together, “J.P. Morgan”) have an actual or perceived economic or other incentive in its management of our clients’ portfolios to act in a way that benefits J.P. Morgan. Conflicts will result, for example (to the extent the following activities are permitted in your account): (1)when J.P. Morgan invests in an investment product, such as a mutual fund, structured product, separately managed account or hedge fund issued or managed by JPMorgan Chase Bank, N.A. or an affiliate, such as J.P. Morgan Investment Management Inc.; (2)whena J.P. Morgan entity obtains services, including trade execution and trade clearing, from an affiliate; (3)when J.P. Morgan receives payment as a result of purchasing an investment product for a client’s account; or (4)when J.P. Morgan receives payment for providing services (including shareholder servicing, recordkeeping or custody) with respect toinvestment products purchased for a client’s portfolio. Other conflicts will result because ofrelationships that J.P. Morgan has with other clients or when J.P. Morgan acts for its ownaccount.

Investment strategies are selected from both J.P. Morgan and third-party asset managers and are subject to a review process by our manager research teams. From this pool of strategies, our portfolio construction teams select those strategies we believe fit our asset allocation goals and forward-looking views in order to meet the portfolio’s investment objective.

As a general matter, we prefer J.P. Morgan managed strategies. We expect the proportion of J.P. Morgan managed strategies will be high (in fact, up to 100 percent) in strategies such as, for example, cash and high-quality fixed income, subject to applicable law and any account-specific considerations.

While our internally managed strategies generally align well with our forward-looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios.

LEGAL ENTITY, BRAND & REGULATORY INFORMATION

In the United States, bank deposit accounts and related services, such as checking, savings and bank lending, are offered byJPMorgan Chase Bank, N.A.Member FDIC.

JPMorgan Chase Bank, N.A.and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed investment accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered throughJ.P. Morgan Securities LLC (“JPMS”), a member ofFINRAandSIPC. 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 JPM. Products not available in all states.

Our Philadelphia, PA Office | J.P. Morgan Private Bank U.S. (11)

New JPMorgan Mid-Atlantic private banking head optimistic about 2021

Adrian Harris, the Private Bank’s new Mid-Atlantic head, spoke with the Philadelphia Business Journal on guiding clients during periods of uncertainty, his plans for growth and what he sees on the horizon in 2021.

Read more

Wondering how important news and trends could impact your financial life? J.P. Morgan Private Bank's thought leaders share their insights on what's trending and what it could mean to you and your world.

Explore Insights

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Fourth-quarter forecast: 3 things that could affect markets We explore the potential impacts of geopolitical tensions, China’s policy stimulus and U.S. elections.
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Building up We see a combination of surging demand, increasing private investment, underappreciated earnings and falling interest rates as…

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Parents’ checklist: What to do now that your children are… Speak with your college-age children about signing these seven documents for their protection and your ease of mind.
  • Jordan Sprechman

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LEARN MOREAbout Our Firm and Investment Professionals Through FINRA Brokercheck

To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please reviewourJ.P. Morgan Securities LLC Form CRSandGuide to Investment Services and Brokerage Products.

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 throughJ.P. Morgan Securities LLC("JPMS"), a member ofFINRAandSIPC. Insurance products 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.

Please read theLegal Disclaimerfor key important J.P. Morgan Private Bank information in conjunction with these pages.

INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY 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

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Not a commitment to lend. All extensions of credit are subject to credit approval.

Our Philadelphia, PA Office | J.P. Morgan Private Bank U.S. (15)

Our Philadelphia, PA Office | J.P. Morgan Private Bank U.S. (2024)

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