Become a Wealth Advisor | J.P. Morgan Wealth Advisors

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class="description"><p>Discover our approach, digital tools and community initiatives </p> </div> </div>  <ul class="content-links-container-solutions"> <li class="content-links"> <a class="content-link" href="/wealth-management/wealth-partners/join-our-team" target="_self" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"link","ctaText":"Join our team","ctaUrl":"/wealth-management/wealth-partners/join-our-team","ctaTitle":"Learn about us","ctaComponentName":"Expanded Grid Links"}}" data-cmp-clickable>Join our team</a> <div class="description"><p>See how we support our elite advisors </p> </div> </li> </ul> </section> </section> </div> </div> </div> </div> </div> </div> </div></div> </div> </div> </div> </div></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="solution-page-header aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-solution-page-header "> <div class="left-side"> <div class="text-container"> <p class="eyebrow nolink">J.P. Morgan Advisors</p> <div class="text-inner-content"> <div class="title"><h1>Imagine the possibilities for <span class="script-style-large">your</span> practice</h1> </div> <div class="description"><p>J.P. Morgan Advisors enjoy the best of both worlds: the global resources of one of the world’s respected financial firms, and personalized support from our specialized teams—giving you unparalleled freedom and flexibility to run your business.</p> </div> </div> <a alt="button" aria-label="link to find an office" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"button","ctaText":"Find an office near you","ctaUrl":"https://wealthpartners.jpmorgan.com/","ctaTitle":"Imagine the possibilities for your practice","ctaComponentName":"Solution Page Header"}}" data-cmp-clickable class="cta primary" href="https://wealthpartners.jpmorgan.com/" target="_blank">Find an office near you</a> </div> </div> <div class="right-side"> <div class="image-container"> <img loading="lazy" alt="1221711153" src="/content/dam/jpmorgan/images/wealth-management/about-us-advisors/wm-aboutus-advisors-hero-800x800px.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="#leadership" tabindex="0">Leadership</a> </li> <li class="anchor-navigation-link"> <a href="#initiatives" tabindex="0">Initiatives</a> </li> <li class="anchor-navigation-link"> <a href="#perspectives" tabindex="0">Perspectives</a> </li> <li class="anchor-navigation-link"> <a href="#join" tabindex="0">Join</a> </li> <li class="cta-mobile"> <a href="https://wealthpartners.jpmorgan.com/" id="anchorCta">FIND AN OFFICE</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="https://wealthpartners.jpmorgan.com/" id="anchorCta">FIND AN OFFICE</a> </div> </div> </div> </div> </div> <div class="pull-quote cmp-pullquote__white aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-pullquote-main lazy imgBkgnd"> <div class="cmp-pullquote-wrapper full-bleed imgBkgnd" style="background-image: url(/content/dam/jpmorgan/images/wealth-management/about-us-advisors/jamie-image-1440x810.jpg);"> <div class="cmp-pullquote"> <div class="cmp-pullquote__quote"><p>As we look to hire even more J.P. Morgan Advisors, we’re targeting the best of the best, top-notch advisors. We aim to provide them with the best research, the best equity, the best banking, the best fixed income to serve their clients.</p> </div> <div class="cmp-pullquote__info-and-link"> <div class="cmp-pullquote__person--info"> <div class="cmp-pullquote__person--details"> <p class="cmp-pullquote__person--name">Jamie Dimon</p> <p class="cmp-pullquote__person--title">Chairman and Chief Executive Officer, JPMorgan Chase & Co.</p> </div> </div> </div> </div> </div> </div> </div> <div class="flexible-value-prop content-left-image-right fvp-bg-marble 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/about-us-clients/wm-about-us-clients-hero-800x800.jpg" alt="1310540660"/> </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>Committed to your success</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>A brand that opens doors</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><p>When you’re part of J.P. Morgan, you represent one of the most well-regarded brands in the world. That gives you a powerful point of differentiation that can accelerate your prospecting efforts. </p> </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>Competitive compensation</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><p>Our transparent advisor compensation plan includes a variety of additional benefits to encourage loyalty and reward your team for their performance.<br /> </p> </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>Specialized services and solutions</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><p>You can look to us to help you address the complexities that come with significant wealth with a range of specialized services, flexible solutions and innovative platforms designed for high- and ultra-high net worth clients.<br /> </p> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div>    </div> <div class="flexible-value-prop content-right-image-left fvp-bg-marble cmp-flexible-value-prop-auto-open-first-drawer aem-GridColumn aem-GridColumn--default--12">      <div 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/about-us-advisors/wm-aboutus-advisors-fvp-800x800.jpg" alt="147206949"/> </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> </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>Open architecture access</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><p>Our advisors have unique access to hedge funds, private equity, real estate, direct investments and alternatives. Our robust open architecture platform empowers you to actively manage your clients’ portfolios and utilize your own investment strategies through flexible discretionary and non-discretionary Portfolio Manager and Portfolio Advisor programs, alongside third-party SMAs.<br /> </p> </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>Practice management resources</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><p>Your dedicated team is available for one-on-one strategy sessions to help you map out a personalized business plan for growth—and connect you to the resources you need to execute that strategy. We can also help you recruit and train junior advisors to add additional value to your team dynamic.<br /> </p> </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>Personalized transition support<br /> </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><p>To make your transition as seamless as possible, you will be supported by a dedicated team that handlesthe administrative tasks of transitioning your practice and offers ongoing support as you grow. On average, clients transition almost 80% of assets within the first 90 days.<br /> </p> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div>    </div> <div class="flexible-value-prop content-left-image-right fvp-bg-jet aem-GridColumn aem-GridColumn--default--12">  <div id="join" class="cmp-flexible-value-prop fvp-standard "> <div class="cmp-fvp-media"> <div class="media-container"> <img loading="lazy" src="/content/dam/jpmorgan/images/wealth-management/about-us-advisors/wm-aboutus-advisors-lvp-800x800px.jpg" alt/> </div> </div> <div class="cmp-fvp-content"> <div class="content-container fvp-single-cta sup-label-container"> <div class="cmp-fvp-content-title"><h2>Join our <span class="script-style-large">team</span></h2> </div> <div class="cmp-fvp-content-cta-card sup-label-container"> <div class="cmp-fvp-content-cta-heading"><p> </p> </div> <div class="cmp-fvp-content-cta-text"><p>To learn more about opportunities to join our firm, click the button below to find an office near you, then connect with the local regional director by emailing or calling them directly.</p> </div> <a class="cmp-fvp-content-cta-btn" href="https://wealthpartners.jpmorgan.com/" target="_blank" alt="link to more info" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"link","ctaText":"Explore our offices","ctaUrl":"https://wealthpartners.jpmorgan.com/","ctaTitle":"Join our team","ctaComponentName":"Flexible Value Prop"}}" data-cmp-clickable> Explore our offices </a> </div> </div> </div> </div>        </div> <div class="people-grid aem-GridColumn aem-GridColumn--default--12"> <div id="leadership" class="cmp-ppl-container "> <header class="ppl-container-header"> <div class="title-container"> <div class="title"><h2>Direct access to senior leaders</h2> </div> </div> <div class="header-copy"><p>Our advisors work closely with some of the industry’s most respected professionals, with a direct line to senior J.P. Morgan leaders who can help find resources, answer questions and participate in client meetings.</p> </div> </header> <div class="ppl-content-container"> <div class="ppl-card-grid"> <div class="ppl-card"> <div class="ppl-card-img-container"> <img loading="lazy" alt class="card-img" src="/content/dam/jpmorgan/images/wealth-management/headshots/sieg-800x800.jpg"/> </div> <div class="name-and-role"> <p class="name "> Phil Sieg</p> <div class="grid-role-and-phone"> <p class="role "> CEO of J.P. Morgan Advisors</p> <div class="phone-num"> </div> </div> </div> <div class="ppl-card-mobile-border"></div> </div> <div class="ppl-card"> <div class="ppl-card-img-container"> <img loading="lazy" alt class="card-img" src="/content/dam/jpmorgan/images/wealth-management/headshots/jessica-d-headshot-800x800.jpg"/> </div> <div class="name-and-role"> <p class="name "> Jessica Douieb</p> <div class="grid-role-and-phone"> <p class="role "> Head of Wealth Partners</p> <div class="phone-num"> </div> </div> </div> <div class="ppl-card-mobile-border"></div> </div> <div class="ppl-card"> <div class="ppl-card-img-container"> <img loading="lazy" alt class="card-img" src="/content/dam/jpmorgan/images/wealth-management/headshots/camille-giani.jpg"/> </div> <div class="name-and-role"> <p class="name "> Camille Giani</p> <div class="grid-role-and-phone"> <p class="role "> National Head of Client Service</p> <div class="phone-num"> </div> </div> </div> <div class="ppl-card-mobile-border"></div> </div> <div class="ppl-card"> <div class="ppl-card-img-container"> <img loading="lazy" alt class="card-img" src="/content/dam/jpmorgan/images/wealth-management/headshots/basak-koralturk.jpg"/> </div> <div class="name-and-role"> <p class="name "> Basak Koralturk</p> <div class="grid-role-and-phone"> <p class="role "> Head of Business Development</p> <div class="phone-num"> </div> </div> </div> <div class="ppl-card-mobile-border"></div> </div> <div class="ppl-card"> <div class="ppl-card-img-container"> <img loading="lazy" alt class="card-img" src="/content/dam/jpmorgan/images/wealth-management/headshots/jennifer-m-headshot-800x800.jpg"/> </div> <div class="name-and-role"> <p class="name "> Jennifer Mosse</p> <div class="grid-role-and-phone"> <p class="role "> Chief Operations Officer of J.P. Morgan Advisors</p> <div class="phone-num"> </div> </div> </div> <div class="ppl-card-mobile-border"></div> </div> <div class="ppl-card"> <div class="ppl-card-img-container"> <img loading="lazy" alt class="card-img" src="/content/dam/jpmorgan/images/wealth-management/headshots/mollie-c-headshot-800x800.jpg"/> </div> <div class="name-and-role"> <p class="name "> Mollie Colavita</p> <div class="grid-role-and-phone"> <p class="role "> Head of Practice Management</p> <div class="phone-num"> </div> </div> </div> <div class="ppl-card-mobile-border"></div> </div> <div class="ppl-card"> <div class="ppl-card-img-container"> <img loading="lazy" alt class="card-img" src="/content/dam/jpmorgan/images/wealth-management/headshots/ferrari-800x800.jpg"/> </div> <div class="name-and-role"> <p class="name "> Rob Ferrari</p> <div class="grid-role-and-phone"> <p class="role "> Head of Investment Solutions and Advice</p> <div class="phone-num"> </div> </div> </div> <div class="ppl-card-mobile-border"></div> </div> <div class="ppl-card"> <div class="ppl-card-img-container"> <img loading="lazy" alt class="card-img" src="/content/dam/jpmorgan/images/wealth-management/headshots/hale-800x800.jpg"/> </div> <div class="name-and-role"> <p class="name "> Kevin Hale</p> <div class="grid-role-and-phone"> <p class="role "> Head of Marketing</p> <div class="phone-num"> </div> </div> </div> <div class="ppl-card-mobile-border"></div> </div> </div> </div> </div> </div> <div class="headline white-background button-style additional-padding aem-GridColumn aem-GridColumn--default--12"> <meta name="viewport" content="width=device-width, initial-scale=1"/> <div class="headline-outer-container" id="perspectives"> <div class="headline-inner-container"> <div class="title"> <h2 id="perspectives">Top perspectives in the industry</h2> </div> <div class="description"> <p>You can leverage J.P. Morgan global research reports from experienced research analysts in 26 countries across both developed and emerging economies.</p> </div> <div class="cta"> <a href="/wealth-management/wealth-partners/insights" target="_self">See the latest</a> </div> </div> </div> </div> <div class="insights-card-package wm-insights-card-package-white-bg aem-GridColumn aem-GridColumn--default--12"> <div class="cmp-icp "> <div class="icp-three-up"> <div class="icp-three-up icp-three-up-target"> <div class="cards-container carousel-content-3-up"> <div class="card icp-3__card article-full-card"> <img loading="lazy" class="card-image-content" src="/content/dam/jpmorgan/images/jpma/planning-with-family-entities/banner-planning-with-family-entities.jpg" alt/> <div class="card-content"> <p class="eyebrow eyebrow-article"> <span>Wealth Planning</span> </p> <h3> <a class="content-headline" data-icon="&#xf105" href="/insights/wealth-planning/family-governance/planning-with-family-entities" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"link","ctaText":"Read more","ctaUrl":"/insights/wealth-planning/family-governance/planning-with-family-entities","ctaTitle":"Planning with family entities","ctaComponentName":"Insights Card Package"}}" data-cmp-clickable aria-label="Open Planning with family entities">Planning with family entities</a> </h3> <p class="date">Nov 21, 2024</p> <p class="info">A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.</p> <a href="/insights/wealth-planning/family-governance/planning-with-family-entities" class="card-link" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"link","ctaText":"Read more","ctaUrl":"/insights/wealth-planning/family-governance/planning-with-family-entities","ctaTitle":"Planning with family entities","ctaComponentName":"Insights Card Package"}}" data-cmp-clickable>Read more</a> </div> </div> <div class="card icp-3__card 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data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"link","ctaText":"Read more","ctaUrl":"/insights/wealth-planning/education-planning/custodial-accounts","ctaTitle":"Custodial accounts","ctaComponentName":"Insights Card Package"}}" data-cmp-clickable>Read more</a> </div> </div> <div class="card icp-3__card article-full-card"> <img loading="lazy" class="card-image-content" src="/content/dam/jpm/wealth-management/banners/banner-ethical-will.jpg" alt/> <div class="card-content"> <p class="eyebrow eyebrow-article"> <span>Wealth Planning</span> </p> <h3> <a class="content-headline" data-icon="&#xf105" href="/insights/wealth-planning/trusts-and-estates/ethical-will" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"link","ctaText":"Read more","ctaUrl":"/insights/wealth-planning/trusts-and-estates/ethical-will","ctaTitle":"A loving gift: The ethical will","ctaComponentName":"Insights Card Package"}}" data-cmp-clickable aria-label="Open A loving gift: The ethical will">A loving gift: The ethical will</a> </h3> <p class="date">Nov 19, 2024</p> <p class="info">While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.</p> <a href="/insights/wealth-planning/trusts-and-estates/ethical-will" class="card-link" data-cmp-data-layer="{"event":"cmp:click","webInteraction":{"ctaType":"link","ctaText":"Read more","ctaUrl":"/insights/wealth-planning/trusts-and-estates/ethical-will","ctaTitle":"A loving gift: The ethical will","ctaComponentName":"Insights Card Package"}}" data-cmp-clickable>Read more</a> </div> </div> </div> <div class="controls icp-3-customized-controls" aria-label="Now entering carousel controls"> <button class="prevBtn arrow-controls" data-icon="&#xf053" aria-label="Carousel Previous Button"></button> <button class="nextBtn arrow-controls" data-icon="&#xf054" aria-label="Carousel Next Button"></button> <p 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