J.P. Morgan Wealth Management | New York, NY (2024)

!- webpack-soy-plugin entry="es6/primary/locationEntity/index" -><!- webpack-soy-plugin end -><!- webpack-soy-plugin entry="es5/primary/locationEntity/index" -><!- webpack-soy-plugin end ->

Skip to content

CareersLogin

Link to main website

Close

Explore our services

Wealth planning

Receive a multigenerational wealth plan with personalized strategies and guidance.

Investing

Experience a holistic approach to investing, centered on your goals and priorities.

Lending

Unlock liquidity with a variety of customized lending products, strategies and solutions.

Banking

Access a variety of banking products and services tailored to your needs

Family wealth platform

Explore our platform of specialized services designed for ultra-high-net-worth clients.

Services

Explore our services

See an overview of our offerings

Wealth planning

Receive a multigenerational wealth plan with personalized strategies and guidance.

Investing

Experience a holistic approach to investing, centered on your goals and priorities.

Lending

Unlock liquidity with a variety of customized lending products, strategies and solutions.

Banking

Access a variety of banking products and services tailored to your needs

Family wealth platform

Explore our platform of specialized services designed for ultra-high-net-worth clients.

Learn about us

Join our team

See how we support our elite advisors

About Us

Learn about us

Discover our approach, digital tools and community initiatives

Join our team

See how we support our elite advisors

Return to Nav

Location information

(212) 272-2000

CONTACT US

J.P. Morgan Wealth Management | New York, NY (21)

Keith Henry

Regional Director

keith.henry@jpmorgan.com

Our New York advisors consult closely with clients to explore and identify the goals that are most important for them and their families. Keeping this information at the forefront, they center their financial advice around the entirety of each individual's objectives. By building a strong relationship with clients, our advisors serve as an advocate to access the global resources of the firm, bringing the full capabilities of J.P. Morgan down to a personal, customized size. They address the many elements of wealth that extend beyond investment strategies to include banking, lending, trust and estate planning and more. Our advisors look forward to the chance to work directly with you and share best practices and innovative ideas.

Our Services

Your advisor is your personal guide to the full range of J.P. Morgan's capabilities, providing a single point of access for managing your entire financial life.

Wealth Planning

We combine industry-leading analysis with individualized strategies to help you grow, protect and transfer your wealth by managing your taxes and cash flow.

Investment Management

We provide tailored portfolio management informed by J.P. Morgan’s proprietary data and research, helping you best allocate your assets and capitalize on emerging market trends.

Banking

Our dedicated banking specialists are experts at helping you simplify your finances, and our digital banking tools allow you to securely access and manage your money whenever you need to.

Lending

We offer a wide range of tailored lending options, including individualized credit strategies, securities-backed lending and personalized financing, backed by the strength of J.P. Morgan.

New York Teams

J.P. Morgan Wealth Management | New York, NY (22)

Leslie Knox Johnson

phone(212) 272-1798

leslie.johnson@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (23)

SVDG Partners

phone(212) 272-4021

svdg_partners@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (24)

Maybach Partners

phone(212) 272-2736

maybach.partners@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (25)

The Canell Group

phone(212) 272-2330

View Website

J.P. Morgan Wealth Management | New York, NY (26)

TheGrossman Group

phone(212) 272-4006

adam.j.grossman@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (27)

D. Peter Tipping

phone(212) 272-7461

View Website

J.P. Morgan Wealth Management | New York, NY (28)

Gilman Private Wealth Management

phone(212) 272-7000

robert.gilman@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (29)

The Starker Delehanty Group

phone(212) 272-0144

View Website

J.P. Morgan Wealth Management | New York, NY (31)

The O’Reilly Polaniecki Group

phone(212) 272-4865

View Website

J.P. Morgan Wealth Management | New York, NY (32)

The Croitoroo Group

phone(212) 272-6697

paul.croitoroo@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (33)

The Amato-Waldbauer Group

phone(212) 272-4004

patrick.amato@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (34)

The Holland Goodwyn Group

phone(212) 272-0341

View Website

J.P. Morgan Wealth Management | New York, NY (35)

The MKV Group

phone(212) 272-0027

View Website

J.P. Morgan Wealth Management | New York, NY (36)

The Weikes Slattery Group

phone(212) 272-6664

the.weikes.group@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (37)

The Venetos Group

phone(212) 272-2870

View Website

J.P. Morgan Wealth Management | New York, NY (38)

The O’Callaghan Thomas Group

phone(212) 272-0280

OT_Team@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (39)

The Tonzola Group

phone(212) 272-8352

john.tonzola@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (40)

The Kelly Group

phone(212) 272-9581

kellygroup@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (41)

Thomas Pescherine

phone(212) 272-0666

thomas.pescherine@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (42)

The Stewart-Tucker Group

phone(877) 339-2559

View Website

J.P. Morgan Wealth Management | New York, NY (43)

The Tafani Group

phone(212) 272-1819

aldi.tafani@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (44)

Robert Thorburn

phone(212) 272-0266

robert.thorburn@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (45)

The GGC Group

phone(212) 272-6460

alexander.christon@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (46)

Seth Goldman

phone(212) 272-1054

seth.goldman@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (47)

The Bregman Rowe Group

phone(212) 272-2329

robert.bregman@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (48)

Ray Hayes

phone(212) 272-3674

raymond.hayes@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (49)

The LH Group

lh.group@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (50)

Margaret Flynn

phone(212) 464-0484

margaret.l.flynn@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (51)

Alan Ertel

phone(212) 272-3782

alan.ertel@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (52)

Galit Ben-Joseph

phone(212) 272-2420

galit.ben-joseph@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (53)

Gregory Walker

phone(212) 272-7176

gregory.walker@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (54)

Madelyn R. Miller

phone(212) 272-9584

madelyn.miller@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (55)

The Powers Wealth Management Group

phone(212) 272-2930

ray.powers@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (56)

John Rasulo

phone(212) 272-5031

john.rasulo@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (57)

Hernan Lautersztein

phone(212) 272-5242

hernan.lautersztein@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (58)

Kathy L. Frazier

phone(212) 272-0800

kathy.frazier@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (59)

The Donnelly Wealth Management Group

donnellywealth@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (60)

The G Wealth Management Group

phone(212) 272-2110

View Website

J.P. Morgan Wealth Management | New York, NY (61)

Gryphon Wealth Management

phone(212) 272-4238

frank.schiro@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (62)

Robert Knox Hayes

phone(212) 622-5748

View Website

J.P. Morgan Wealth Management | New York, NY (63)

LBR Partners

View Website

J.P. Morgan Wealth Management | New York, NY (64)

Marc Torres

phone(212) 622-3408

marc.w.torres@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (65)

Nicole Weisman

phone(212) 272-6520

nicole.weisman@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (66)

The Yamin Group

phone(212) 272-0118

View Website

J.P. Morgan Wealth Management | New York, NY (67)

The Fishman Oleson Group

phone(212) 272-7107

View Website

J.P. Morgan Wealth Management | New York, NY (68)

William McGuinn & Brian Keenan

View Website

J.P. Morgan Wealth Management | New York, NY (69)

Christopher Lawrence

phone(212) 270-6042

christopher.lawrence@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (70)

Lili Buffett

phone(212) 272-7738

View Website

J.P. Morgan Wealth Management | New York, NY (71)

John Callimanis

phone(212) 272-6809

john.callimanis@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (72)

James Foote

phone(212) 272-8892

james.foote@jpmorgan.com

View Website

J.P. Morgan Wealth Management | New York, NY (73)

William Slayne

phone(212) 259-5938

View Website

J.P. Morgan Wealth Management | New York, NY (74)

Arthur Pensato

phone(212) 259-5939

View Website

J.P. Morgan Wealth Management | New York, NY (75)

Ruben Torres

phone(212) 272-1201

View Website

J.P. Morgan Wealth Management | New York, NY (76)

The Gazieva Group

phone(212) 464-2843

View Website

Insights

J.P. Morgan Wealth Management | New York, NY (77)

Markets

Seven considerations to make the most of market volatility

August 9, 2024Fluctuations are no reason to sit still. Here are some actions investors can take.Read Now

J.P. Morgan Wealth Management | New York, NY (78)

Outlook

A new presidential race is on – know the potential investment implications

August 8, 2024J.P.Morgan Wealth Management recently presented a webcast about the 2024 election and its market implications. Here are the key points investors should pay attention to.Read Now

J.P. Morgan Wealth Management | New York, NY (79)

Outlook

Eye on the Market: There’s no place like home

August 6, 2024In the latest Eye on the Market: There’s No Place Like Home, Michael Cembalest, Chairman of Market and Investment Strategy for J.P.Morgan Asset and Wealth Management, unpacks recent market movement and work-from-home trends.Read Now

J.P. Morgan Wealth Management | New York, NY (80)

Investing

Growth fears have sparked market volatility

August 6, 2024Markets are trading with a risk-off sentiment following the release of the July 2024 Jobs Report. Here’s what our strategists have to say.Read Now

J.P. Morgan Wealth Management | New York, NY (81)

Investing

Quick shot: Volatility is a feature of investing, not a bug

August 6, 2024When it comes to markets, we encourage investors to maintain a principled approach and not to miss the forest for the trees.Read Now

J.P. Morgan Wealth Management | New York, NY (82)

Outlook

July 2024 Jobs Report: 114,000 jobs added, a sharp slowdown from June

August 5, 2024The U.S. economy added significantly less jobs than expected in July, making a September interest rate cut from the Federal Reserve even more likely.Read Now

J.P. Morgan Wealth Management | New York, NY (83)

Markets

Triple take: What did we learn this week?

August 2, 2024Our thoughts on the Federal Reserve’s recent news, artificial intelligence, spending and geopolitics.Read Now

J.P. Morgan Wealth Management | New York, NY (84)

Investing

How to assess the potential impact of AI on your portfolio

August 2, 2024Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Here’s how we’re making our assessments.Read Now

J.P. Morgan Wealth Management | New York, NY (85)

Outlook

July 2024 Fed meeting: Rates remain steady for another month

August 1, 2024The Federal Reserve held rates steady in July, but left the door open to a possible rate cut in September.Read Now

J.P. Morgan Wealth Management | New York, NY (86)

Markets

Seven considerations to make the most of market volatility

August 9, 2024Fluctuations are no reason to sit still. Here are some actions investors can take.Read Now

J.P. Morgan Wealth Management | New York, NY (87)

Outlook

A new presidential race is on – know the potential investment implications

August 8, 2024J.P.Morgan Wealth Management recently presented a webcast about the 2024 election and its market implications. Here are the key points investors should pay attention to.Read Now

J.P. Morgan Wealth Management | New York, NY (88)

Outlook

Eye on the Market: There’s no place like home

August 6, 2024In the latest Eye on the Market: There’s No Place Like Home, Michael Cembalest, Chairman of Market and Investment Strategy for J.P.Morgan Asset and Wealth Management, unpacks recent market movement and work-from-home trends.Read Now

J.P. Morgan Wealth Management | New York, NY (89)

Investing

Growth fears have sparked market volatility

August 6, 2024Markets are trading with a risk-off sentiment following the release of the July 2024 Jobs Report. Here’s what our strategists have to say.Read Now

J.P. Morgan Wealth Management | New York, NY (90)

Investing

Quick shot: Volatility is a feature of investing, not a bug

August 6, 2024When it comes to markets, we encourage investors to maintain a principled approach and not to miss the forest for the trees.Read Now

J.P. Morgan Wealth Management | New York, NY (91)

Outlook

July 2024 Jobs Report: 114,000 jobs added, a sharp slowdown from June

August 5, 2024The U.S. economy added significantly less jobs than expected in July, making a September interest rate cut from the Federal Reserve even more likely.Read Now

J.P. Morgan Wealth Management | New York, NY (92)

Markets

Triple take: What did we learn this week?

August 2, 2024Our thoughts on the Federal Reserve’s recent news, artificial intelligence, spending and geopolitics.Read Now

J.P. Morgan Wealth Management | New York, NY (93)

Investing

How to assess the potential impact of AI on your portfolio

August 2, 2024Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Here’s how we’re making our assessments.Read Now

J.P. Morgan Wealth Management | New York, NY (94)

Outlook

July 2024 Fed meeting: Rates remain steady for another month

August 1, 2024The Federal Reserve held rates steady in July, but left the door open to a possible rate cut in September.Read Now

About Us

At J.P. Morgan Wealth Management, we will work closely with you to understand your unique needs and create solutions designed to help you meet your financial goals. Our experienced advisors excel at tailoring individual portfolios utilizing J.P. Morgan’s robust investment capabilities.

Find an advisor

J.P. Morgan Wealth Management | New York, NY (95)

Careers at J.P. Morgan Wealth Management New York

J.P. Morgan Wealth Management offers financial advisors the best of both worlds -- a boutique and a global powerhouse. As an advisor at J.P. Morgan, you would have access to award-winning teams across the firm, top-notch research and thought leadership – all backed by a fortress balance sheet.

CONTACT US

J.P. Morgan Wealth Management | New York, NY (2024)

FAQs

How much does a J.P. Morgan wealth management analyst make in New York? ›

The estimated total pay range for a Analyst at J.P. Morgan Asset Management is $108K–$161K per year, which includes base salary and additional pay. The average Analyst base salary at J.P. Morgan Asset Management is $102K per year.

How much does J.P. Morgan charge for wealth management? ›

Commissions and Fees

J.P. Morgan Personal Advisors charges an asset under management (AUM) fee to handle your portfolio. The J.P. Morgan Personal Advisors' cost ranges from 0.50% to 0.60% per year, depending on the size of your portfolio.

What is the minimum investment for J.P. Morgan wealth management? ›

In most cases, you may open a J.P. Morgan account with as little as $1,000. You may purchase shares of any of the J.P. Morgan Funds, except the tax-exempt funds, for an Individual Retirement Account including an IRA Rollover or other retirement account.

How much does J.P. Morgan pay in New York? ›

Jpmorgan Analyst Salary in New York City, NY
Annual SalaryHourly Wage
Top Earners$123,625$59
75th Percentile$95,200$46
Average$73,830$35
25th Percentile$57,400$28

What is the entry level salary for J.P. Morgan analyst? ›

Recent salaries shared for Analyst
Job title LocationTotal Base | AdditionalYears of Experience
Analyst London£69K /yr £39K | £30K1-3 Years
Analyst London£75K /yr £75K | £07-9 Years
Analyst London£90K /yr £60K | £30K1-3 Years
Analyst London£70K /yr £70K | £01-3 Years
5 more rows

How does J.P. Morgan Wealth Management make money? ›

JPMorgan Chase's wealth management division caters to high-net-worth individuals and families by providing comprehensive financial planning, investment management, and estate planning services. The bank charges management fees based on the value of assets under management.

Is JP Morgan a good wealth management firm? ›

While J.P. Morgan Personal Advisors fees are better than most advisory services reviewed by NerdWallet, they still trail behind Vanguard and Betterment Premium. Some online financial planning platforms may charge for setting up an account or onboarding to their investment platform.

What is the minimum balance for JP Morgan Private Bank? ›

JP Morgan private bank minimum requirement is $10 million. Chase private bank minimum requirement is an average beginning day balance of $150,000 or more.

Is Vanguard better than JP Morgan? ›

Based on your country, these brokers are great matches for you. J.P. Morgan Self-Directed Investing's service is on par with Vanguard's and a comparison of their fees shows that J.P. Morgan Self-Directed Investing's fees are slightly lower than Vanguard's.

How many clients does J.P. Morgan wealth management have? ›

Endless is an overstatement—those advisors will be perched two clicks away from the 62 million digitally active clients who have some sort of relationship (banking, lending, etc.) at J.P. Morgan Chase, the largest U.S. bank by assets with $3.8 trillion (No.

Who are the best financial advisors in the US? ›

You have money questions.
  • Top financial advisor firms.
  • Vanguard.
  • Charles Schwab.
  • Fidelity Investments.
  • Facet.
  • J.P. Morgan Private Client Advisor.
  • Edward Jones.
  • Alternative option: Robo-advisors.

What are the best wealth management companies? ›

What are the top 5 wealth management firms in the US?
Group NameMinimum Account Size
1545 Group$5 million
2Jones Zafari Group$10 million
3The Polk Wealth Management Group$50 million
4Hollenbaugh Rukeyser Safro Williams$10 million
1 more row
6 days ago

What are the benefits of J.P. Morgan New York? ›

Employee Benefits

Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

How much does a VP at J.P. Morgan make NYC? ›

How much does a Vice President Jpmorgan make in New York City, New York? As of Jul 26, 2024, the average annual pay for a Vice President Jpmorgan in New York City is $172,320 a year. Just in case you need a simple salary calculator, that works out to be approximately $82.85 an hour.

Who gets paid the most at J.P. Morgan? ›

Some of the highest wages a worker can make at J.P. Morgan are in the job titles Senior Software Engineer ($225,000), and title Senior Software Engineering Manager ($219,076) which are the highest paying jobs at J.P. Morgan.

Top Articles
Latest Posts
Article information

Author: Annamae Dooley

Last Updated:

Views: 5925

Rating: 4.4 / 5 (45 voted)

Reviews: 92% of readers found this page helpful

Author information

Name: Annamae Dooley

Birthday: 2001-07-26

Address: 9687 Tambra Meadow, Bradleyhaven, TN 53219

Phone: +9316045904039

Job: Future Coordinator

Hobby: Archery, Couponing, Poi, Kite flying, Knitting, Rappelling, Baseball

Introduction: My name is Annamae Dooley, I am a witty, quaint, lovely, clever, rich, sparkling, powerful person who loves writing and wants to share my knowledge and understanding with you.