J.P. Morgan Private Bank
Typically responds within 24 hours
J.P. Morgan Private Bank
One-on-one relationship with an unbiased banker who can help you organize, manage and enhance your financial affairs, and provides you special access to all the classic services offered by premiere banks.
Clients who would be a good fit
Has the chance to be on the cover of the WSJ.
Clients who wouldNOTbe a good fit
Active traders
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Other
Client specific. Each client has different needs that require different solutions.
Percentage of Assets (AUM)
0% to 0.5%
Meeting Options
In person meetings
Phone
Email
Video meetings
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
