J.P.Morgan Wealth Management Solutions Inc.

Overview

J.P.Morgan Wealth Management Solutions Inc. is a corporate adviser that provides portfolio management for both individual/small business clients and business or institutional accounts. The firm serves a mix of individual and family clients alongside institutional relationships and identifies as an active ESG investor, which factors into manager and fund selection across the public sleeves. It operates as a registered adviser affiliated with a broad set of industry activities — including broker-dealer, trust and banking relationships, futures and swap dealer capacity, and sponsorship roles for pooled vehicles — which gives it access to multiple execution and product channels across public and private markets. The firm is structured as a domestic corporation with related-adviser links to other entities in its group. Its fee schedule is classified as “other,” and it does not position itself as a direct capital allocator; instead it relies on third-party managers and pooled vehicles to implement parts of client strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices