Personalized Lending Solutions | J.P. Morgan Wealth Advisors

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<div class="cmp-solution-page-header "> <div class="left-side"> <div class="text-container"> <p class="eyebrow nolink"></p> <div class="text-inner-content"> <div class="title"><h1>Personalized lending solutions</h1> </div> <div class="description"><p>Your Wealth Advisor will help you unlock liquidity and manage your cash flow needs, with a range of flexible financing options and personalized lending strategies.</p> </div> </div> <a alt="button" aria-label="Link to Find a Wealth Advisor" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"button","ctaText":"Find a Wealth Advisor","ctaUrl":"https://wealthpartners.jpmorgan.com/search?query=Advisor+near+me","ctaTitle":"Personalized lending solutions","ctaComponentName":"Solution Page Header"}}" data-cmp-clickable class="cta primary" href="https://wealthpartners.jpmorgan.com/search?query=Advisor+near+me" target="_blank">Find a Wealth Advisor</a> </div> </div> <div class="right-side"> <div class="image-container"> <img loading="lazy" alt src="/content/dam/jpmorgan/images/wealth-management/lending/wm_lending_hero.jpg"/> </div> </div> </div> </div> <div class="page-anchor-navigation aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-page-anchor-nav page-anchor-navigation "> <ul class="page-anchor-navigation-links" id="anchorList"> <li class="anchor-navigation-link"> <a href="#overview" tabindex="0">Overview</a> </li> <li class="anchor-navigation-link"> <a href="#solutions" tabindex="0">Solutions</a> </li> <li class="anchor-navigation-link"> <a href="#perspectives" tabindex="0">Perspectives</a> </li> <li class="cta-mobile"> <a href="/wealth-management/wealth-partners/contact-us" id="anchorCta">Connect now</a> </li> </ul> <button id="pageAnchorNav" aria-label="Click to toggle dropdown" data-icon=""></button> <div class="frame"> <div class="frame-insights"> <div class="insights"> <a href="/wealth-management/wealth-partners/contact-us" id="anchorCta">Connect now</a> </div> </div> </div> </div> </div> <div class="headline marble-background additional-padding aem-GridColumn aem-GridColumn--default--12"> <meta name="viewport" content="width=device-width, initial-scale=1"/> <div class="headline-outer-container"> <div class="headline-inner-container"> <div class="title"> <h2>Make the most of <span class="script-style-large">your</span><span class="script-style-medium"><span class="script-style-large"> </span></span>personal capital structure<br /> </h2> </div> <div class="description"> <p>Experience a uniquely personal approach to lending, working in concert with your wealth plan, investing, and banking to help you take advantage of both sides of your balance-sheet.<br /> </p> </div> </div> </div> </div> <div class="flexible-value-prop content-left-image-right fvp-bg-white cmp-flexible-value-prop-auto-open-first-drawer aem-GridColumn aem-GridColumn--default--12">      <div id="overview" class="cmp-flexible-value-prop fvp-drawers "> <div class="cmp-fvp-media"> <div class="media-container"> <img loading="lazy" src="/content/dam/jpmorgan/images/wealth-management/lending/wm_lending_strategies-tailored_op.jpg" alt/> </div> </div> <div class="cmp-fvp-content"> <div class="content-container fvp-single-cta"> <div class="cmp-fvp-accordion-container"> <div class="cmp-fvp-drawers-title"><h2>Strategies tailored to your needs</h2> </div> <div class="cmp-accordion"> <div class="cmp-accordion__item"> <div class="cmp-accordion__item--wrapper cmp-accordion__image_present"> <div class="cmp-accordion__header"> <button class="cmp-accordion__button" aria-label="press the spacebar to open accordion"> <div class="cmp-accordion-title-and-icon"> <span class="cmp-accordion__title"><p>Preserve your assets</p> </span> <span class="cmp-accordion__icon fa-plus"></span> </div> </button> </div> <div class="cmp-accordion__panel cmp-accordion__panel--hidden" role="region"> <div class="text"> <div class="cmp-text"> <div><ul> <li>Manage your annual cash flows and potential tax liabilities</li> <li>Keep your portfolio intact by separating the decision to sell an investment to meet an immediate cash flow need</li> <li>Extract equity from your portfolio of artwork or collectibles</li> <li>Finance a private aircraft or yacht</li> </ul> </div> </div> </div> </div> </div> </div> <div class="cmp-accordion__item"> <div class="cmp-accordion__item--wrapper cmp-accordion__image_present"> <div class="cmp-accordion__header"> <button class="cmp-accordion__button" aria-label="press the spacebar to open accordion"> <div class="cmp-accordion-title-and-icon"> <span class="cmp-accordion__title"><p>Bridge your liquidity needs</p> </span> <span class="cmp-accordion__icon fa-plus"></span> </div> </button> </div> <div class="cmp-accordion__panel cmp-accordion__panel--hidden" role="region"> <div class="text"> <div class="cmp-text"> <div><ul> <li>Cover costs like school tuition, tax payments and emergency<br /> expenses</li> <li>Access capital for large purchases and luxury assets</li> <li>Create financial flexibility to access liquidity on short notice</li> <li>Position yourself to capitalize on acquisition opportunities</li> </ul> </div> </div> </div> </div> </div> </div> <div class="cmp-accordion__item"> <div class="cmp-accordion__item--wrapper cmp-accordion__image_present"> <div class="cmp-accordion__header"> <button class="cmp-accordion__button" aria-label="press the spacebar to open accordion"> <div class="cmp-accordion-title-and-icon"> <span class="cmp-accordion__title"><p>Invest in a home or property</p> </span> <span class="cmp-accordion__icon fa-plus"></span> </div> </button> </div> <div class="cmp-accordion__panel cmp-accordion__panel--hidden" role="region"> <div class="text"> <div class="cmp-text"> <div><ul> <li>Explore a range of lending options for primary and secondary<br /> homes, condos, co-ops and investment properties</li> <li>Expand your residential real estate holdings</li> <li>Finance home improvement and construction projects</li> <li>Fund mortgage down payments</li> </ul> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div>    </div> <div class="quick-links cmp-quick-links-marble-white-bg aem-GridColumn aem-GridColumn--default--12"> <div id="solutions" class="cmp-quick-links "> <div class="cmp-quick-links-card-header-mobile grid-item-1 grid-item-1-mobile"> <h2>A suite of lending options</h2> </div> <div class="grid-item-2"> <img loading="lazy" class="cmp-quick-links-image grid-item-2_1 cmp-quick-links-left" src="/content/dam/jpmorgan/images/wealth-management/lending/wm-lending_a-suite_op.jpg" alt/> <div class="cmp-quick-links-bottom-border"></div> <div class="cmp-quick-links-card-container grid-item-2_2"> <div class="cmp-quick-links-card-header-mobile grid-item-1-tablet"> <h2>A suite of lending options</h2> </div> <div class="cmp-quick-links-card-wrapper"> <a class="cmp-quick-links-card" target="_self" alt="card button"> <div class="cmp-quick-links-card-details"> <div class="cmp-quick-links-card-title"> <p>Securities-based lending</p> </div> <div class="cmp-quick-links-card-description"> <p>Use your marketable securities--such as stocks, mutual funds, and bonds--to access capital without having to liquidate your investments.</p> </div> </div> <div class="cmp-quick-links-card-border"></div> </a> <a class="cmp-quick-links-card" target="_self" alt="card button"> <div class="cmp-quick-links-card-details"> <div class="cmp-quick-links-card-title"> <p>Custom lending</p> </div> <div class="cmp-quick-links-card-description"> <p>Explore custom financing options and strategies to help you buy or sell specialized assets like fine art, yachts, private aviation and more.</p> </div> </div> <div class="cmp-quick-links-card-border"></div> </a> <a class="cmp-quick-links-card" target="_self" alt="card button"> <div class="cmp-quick-links-card-details"> <div class="cmp-quick-links-card-title"> <p>Margin lending</p> </div> <div class="cmp-quick-links-card-description"> <p>Use credit to trade or purchase securities, and access liquidity against eligible collateral with strategies that could include<br /> short sales and options.</p> </div> </div> <div class="cmp-quick-links-card-border"></div> </a> <a class="cmp-quick-links-card" target="_self" alt="card button"> <div class="cmp-quick-links-card-details"> <div class="cmp-quick-links-card-title"> <p>Residential home loans</p> </div> <div class="cmp-quick-links-card-description"> <p>Explore a range of home financing solutions, including fixed-rate mortgages, adjustable-rate mortgages and interest-only adjustable-rate mortgages.</p> </div> </div> <div class="cmp-quick-links-card-border"></div> </a> <a class="cmp-quick-links-card" target="_self" alt="card button"> <div class="cmp-quick-links-card-details"> <div class="cmp-quick-links-card-title"> <p>Home equity line of credit</p> </div> <div class="cmp-quick-links-card-description"> <p>Access a variety of funding opportunities through the existing equity you have built up in your home.</p> </div> </div> <div class="cmp-quick-links-card-border"></div> </a> </div> </div> </div> </div> </div> <div class="insights-card-package wm-insights-card-package-white-bg aem-GridColumn aem-GridColumn--default--12"> <div id="perspectives" class="cmp-icp "> <div class="icp-one-up"> <div class="headline-container"> <h2>Top perspectives in the industry</h2> <div class="optional-cta"> <a href="/wealth-management/wealth-partners/insights" class="headline-link" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"link","ctaText":"See the latest","ctaUrl":"/wealth-management/wealth-partners/insights","ctaTitle":"Top perspectives in the industry","ctaComponentName":"Insights Card Package"}}" data-cmp-clickable>See the latest</a> </div> </div> <div class="one-up-content"> <div class="image-content"> <img loading="lazy" src="/content/dam/jpm/wealth-management/insights/wealth-planning/your-checklist-for-welcoming-a-new-child/banner-your-checklist-for-welcoming-a-new-child.jpg" alt/> <div class="image-content__accent"></div> </div> <div class="content-container"> <div class="inner-container-wrapper"> <div class="inner-container"> <p class="eyebrow">Wealth Planning</p> <p> <a class="card-headline" data-icon="&#xf105" href="/insights/wealth-planning/trusts-and-estates/welcoming-a-new-child" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"button","ctaText":"Read more","ctaUrl":"/insights/wealth-planning/trusts-and-estates/welcoming-a-new-child","ctaTitle":"Your checklist for welcoming a new child","ctaComponentName":"Insights Card Package"}}" data-cmp-clickable aria-label="Open Your checklist for welcoming a new child">Your checklist for welcoming a new child</a> </p> <p class="date">Feb 05, 2024</p> <p class="info">If you are preparing for a birth or adoption of a child, you likely have a lot on your mind. But don’t let these essential tasks fall through the cracks.</p> <a href="/insights/wealth-planning/trusts-and-estates/welcoming-a-new-child" class="btn" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"button","ctaText":"Read more","ctaUrl":"/insights/wealth-planning/trusts-and-estates/welcoming-a-new-child","ctaTitle":"Your checklist for welcoming a new child","ctaComponentName":"Insights Card Package"}}" data-cmp-clickable>Read more</a> </div> </div> </div> </div> </div> </div> </div> <div class="large-value-prop cmp-large-value-prop-right cmp-large-value-prop-marble-marble aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-large-value-prop-wrapper "> <div class="cmp-lvp-decorative-top grid-item grid-item-1"></div> <div class="cmp-lvp-image-container grid-item grid-item-2"> <img class="cmp-lvp-image" loading="lazy" alt src="/content/dam/jpmorgan/images/wealth-management/lending/wm_lending_conversation_op.jpg"/> </div> <div class="cmp-lvp-border-bottom grid-item grid-item-3"></div> <div class="cmp-lvp-decorative-bottom grid-item grid-item-4"></div> <div class="cmp-lvp-content grid-item grid-item-5"> <p class="cmp-lvp-eyebrow"></p> <div class="cmp-lvp-title"><h2>Start a conversation</h2> </div> <div class="cmp-lvp-description"><p>Our partnership begins by getting to know you personally. To get started, you can search our network to find a Wealth Advisor to work with locally or virtually, or <a class="chaseanalytics-track-link " href="/wealth-management/wealth-partners/contact-us" title="link to contact us page" target="_self">click here to tell us about your needs</a> and we’ll reach out to you.</p> </div> <div class="cmp-lvp-cta-container"> <a class="cmp-lvp-cta-target primary" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"button","ctaText":"Find a Wealth Advisor","ctaUrl":"https://wealthpartners.jpmorgan.com/search?query=Advisor+near+me","ctaTitle":"Start a conversation","ctaComponentName":"Large Value Prop"}}" data-cmp-clickable href="https://wealthpartners.jpmorgan.com/search?query=Advisor+near+me" target="_blank" aria-label="Link to find a wealth advisor"> Find a Wealth Advisor </a> </div> </div> </div> </div> <div class="quick-links cmp-quick-links-marble-white-bg aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-quick-links "> <div class="cmp-quick-links-card-header-mobile grid-item-1 grid-item-1-mobile"> <h2>Explore more services</h2> </div> <div class="grid-item-2"> <img loading="lazy" class="cmp-quick-links-image grid-item-2_1 cmp-quick-links-left" src="/content/dam/jpmorgan/images/wealth-management/lending/image04-490x870.jpg" alt/> <div class="cmp-quick-links-bottom-border"></div> <div class="cmp-quick-links-card-container grid-item-2_2"> <div class="cmp-quick-links-card-header-mobile grid-item-1-tablet"> <h2>Explore more services</h2> </div> <div class="cmp-quick-links-card-wrapper"> <div class="cmp-linkurl-present"></div> <a class="cmp-quick-links-card" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"link","ctaText":"Learn about wealth planning","ctaUrl":"/wealth-management/wealth-partners/wealth-planning","ctaTitle":"Disciplined wealth planning","ctaComponentName":"Quick Links"}}" data-cmp-clickable href="/wealth-management/wealth-partners/wealth-planning" target="_self" alt="card button"> <div class="cmp-quick-links-card-details"> <div class="cmp-quick-links-card-title"> <p>Disciplined wealth planning<br /> </p> </div> <div class="cmp-quick-links-card-description"> <p>Realize your vision for the future and prepare for each life milestone with a multigenerational wealth plan that supports your objectives, risk tolerance and time horizon.<br /> </p> </div> </div> <div class="cmp-quick-links-card-button"> <span class="quick-links-learn-more"> Learn about wealth planning</span> <i class="arrow-large fa fa-solid fa-chevron-right fa-2x" aria-hidden="true"></i> </div> <div class="cmp-quick-links-card-border"></div> </a> <div class="cmp-linkurl-present"></div> <a class="cmp-quick-links-card" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"link","ctaText":"Learn about investing","ctaUrl":"/wealth-management/wealth-partners/investing","ctaTitle":"Holistic investment management","ctaComponentName":"Quick Links"}}" data-cmp-clickable href="/wealth-management/wealth-partners/investing" target="_self" alt="card button"> <div class="cmp-quick-links-card-details"> <div class="cmp-quick-links-card-title"> <p>Holistic investment management<br /> </p> </div> <div class="cmp-quick-links-card-description"> <p>Your Wealth Advisor will help you allocate your assets, navigate market trends and capitalize on investment opportunities that align with your goals and priorities.<br /> </p> </div> </div> <div class="cmp-quick-links-card-button"> <span class="quick-links-learn-more"> Learn about investing</span> <i class="arrow-large fa fa-solid fa-chevron-right fa-2x" aria-hidden="true"></i> </div> <div class="cmp-quick-links-card-border"></div> </a> <div class="cmp-linkurl-present"></div> <a class="cmp-quick-links-card" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"link","ctaText":"Learn about banking","ctaUrl":"/wealth-management/wealth-partners/banking","ctaTitle":"Integrated banking services","ctaComponentName":"Quick Links"}}" data-cmp-clickable href="/wealth-management/wealth-partners/banking" target="_self" alt="card button"> <div class="cmp-quick-links-card-details"> <div class="cmp-quick-links-card-title"> <p>Integrated banking services<br /> </p> </div> <div class="cmp-quick-links-card-description"> <p>Access tailored products and services to help you manage your day-to-day cash flow, and get ongoing support from our dedicated banking service team.<br /> </p> </div> </div> <div class="cmp-quick-links-card-button"> <span class="quick-links-learn-more"> Learn about banking</span> <i class="arrow-large fa fa-solid fa-chevron-right fa-2x" aria-hidden="true"></i> </div> <div class="cmp-quick-links-card-border"></div> </a> </div> </div> </div> </div> </div> </div> </div> <div class="responsivegrid aem-GridColumn aem-GridColumn--default--12"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="iparsys parsys aem-GridColumn aem-GridColumn--default--12"><div class="section"><div class="new"></div> </div><div class="iparys_inherited"><div class="iparsys parsys"><div class="experience-fragment experiencefragment section"> <div id="experience-fragment-5a6fd7596b" class="cmp-experiencefragment cmp-experiencefragment--wm-main-disclosure"> <div class="xf-content-height"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="responsivegrid aem-GridColumn aem-GridColumn--default--12"> <div class="aem-Grid aem-Grid--12 aem-Grid--default--12 "> <div class="text cmp-text--pt aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-text "> <p><span class="body-medium-heavier">LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT <a title="FINRA brokercheck" href="http://brokercheck.finra.org/" target="_blank">FINRA BROKERCHECK</a>.</span></p> <p>To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our <a class="chaseanalytics-opt-doc-dnld " href="https://www.jpmorgan.com/directdoc/form_crs.pdf" target="_blank" title="securities llc form">J.P. Morgan Securities LLC Form CRS (PDF)</a> and <a class="chaseanalytics-track-link " href="https://investment.jpmorgan.com/" target="_blank" title="guide to investment">Guide to Investment Services and Brokerage Products</a>.</p> <p>This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.</p> <p>This website provides information about the brokerage and investment advisory services provided by <b>J.P. Morgan Securities LLC</b> (JPMS). 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.</p> <p>J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through <b>J.P. Morgan Securities LLC</b> (JPMS), a registered broker-dealer and investment adviser, member <a title="FINRA website" href="https://www.finra.org/" target="_blank">FINRA</a>, and <a class="chaseanalytics-opt-exlnk" href="https://www.sipc.org/">SIPC</a>. 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. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.</p> </div> </div> <div class="image aem-GridColumn--default--none aem-GridColumn aem-GridColumn--offset--default--1 aem-GridColumn--default--1"> <div data-cmp-is="image" data-cmp-lazythreshold="0" data-cmp-src="/content/experience-fragments/jpmorgan/wealth_management/wm-main-disclosure/master/_jcr_content/root/content-parsys/image_copy.coreimg{.width}.png/1712242013628/equal-housing-lender.png" data-asset="/content/dam/jpm/securities/images/misc/equal-housing-lender.png" class=" cmp-image" itemscope itemtype="http://schema.org/ImageObject"> <img loading="lazy" src="/content/dam/jpm/securities/images/misc/equal-housing-lender.png" class="cmp-image__image default-img" itemprop="contentUrl" data-cmp-hook-image="image" alt/> </div> </div> <div class="text cmp-text--pt aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-text "> <p style="text-align: left;">Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.</p> <p style="text-align: left;">Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call. Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.</p> <p style="text-align: left;">Please read additional <a title="read important information" href="/wealth-management/wealth-partners/important-information">Important Information</a> in conjunction with these pages.</p> <p style="text-align: left;"><b>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. 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