Investment Management | 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>Holistic investment management</h1> </div> <div class="description"><p>Your Wealth Advisor will help you allocate your assets, navigate market trends and make strategic investment decisions informed by the the Top Global Research Firm and #1 Global Fixed Income Research Team.</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":"Holistic investment management","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 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href="/wealth-management/wealth-partners/contact-us" id="anchorCta">Connect now</a> </div> </div> </div> </div> </div> <div class="key-stats cmp-key-stats-marble aem-GridColumn aem-GridColumn--default--12"><div> <div id="overview" class="cmp-key-stats cmp-key-stats-four-column"> <div class="cmp-key-stats-headline"> <div class="cmp-key-stats-heading-left"><h2>An investing experience centered on <span class="script-style-large">your</span> goals</h2> </div> <div class="cmp-key-stats-heading-right"><p>When you invest with us, your Wealth Advisor examines your full financial picture to ensure that your portfolio and wealth plan are working together to help you achieve what’s most important to you and your family.<br /> </p> </div> </div> <div class="cmp-key-stats-column"> <div class="cmp-key-stats-section"> <div class="cmp-key-stats-column-stat primary"><p>1</p> </div> <div class="cmp-key-stats-column-heading"><p>Discovery</p> </div> <div class="cmp-key-stats-column-description"><p>First, your Wealth Advisor will learn about your current lifestyle and future aspirations and help you define your personal and financial goals.<br /> </p> </div> </div> <div class="cmp-key-stats-section"> <div class="cmp-key-stats-column-stat secondary"><p>2</p> </div> <div class="cmp-key-stats-column-heading"><p>Analysis</p> </div> <div class="cmp-key-stats-column-description"><p>Next, your Wealth Advisor will build a personalized wealth management plan based on your risk tolerance, time horizon and liquidity needs.</p> </div> </div> <div class="cmp-key-stats-section"> <div class="cmp-key-stats-column-stat tertiary"><p>3</p> </div> <div class="cmp-key-stats-column-heading"><p>Action</p> </div> <div class="cmp-key-stats-column-description"><p>Your Wealth Advisor will identify opportunities that align with your priorities and transition your assets into a custom-built portfolio.</p> </div> </div> <div class="cmp-key-stats-section"> <div class="cmp-key-stats-column-stat quaternary"><p>4</p> </div> <div class="cmp-key-stats-column-heading"><p>Monitor</p> </div> <div class="cmp-key-stats-column-description"><p>As market conditions evolve, your Wealth Advisor will connect with you regularly and help you adjust your portfolio to support your life journey.</p> </div> </div> </div> </div> </div></div> <div class="quick-links cmp-quick-links-limestone-white-bg aem-GridColumn aem-GridColumn--default--12"> <div id="services" class="cmp-quick-links "> <div class="cmp-quick-links-card-header-mobile grid-item-1 grid-item-1-mobile"> <h2>A suite of solutions tailored to your needs</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/investing/jpma_investing_a-suite-of-solutions_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"> 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