J.P.Morgan Global Wealth Management - New York

J.P. Morgan Global Wealth Management

J.P. Morgan Global Wealth Management is a leading financial services firm that caters to high-net-worth individuals and families. With a strong presence in New York, they offer a wide range of personalized wealth management solutions, including investment management, financial planning, and estate planning services. They strive to build long-term relationships with their clients, understanding their unique financial goals and providing tailored strategies to help them achieve their objectives.

Address: 345 Park Ave, New York, NY 10154

Phone: 2122706000

Website: jpmorgan.com

Specialties: Financial planner

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible restroom, Restroom, Appointments recommended

Opinions: This company has 13 reviews on Google My Business.

Average opinion: 3.9/5.

J.P. Morgan Global Wealth Management provides a comprehensive suite of financial services designed to help their clients secure their financial future. Their team of experienced professionals works closely with clients to develop personalized financial plans that take into account their unique circumstances and goals. They offer a wide range of investment options, including stocks, bonds, mutual funds, and alternative investments, to help clients build and preserve their wealth.

In addition to investment management, J.P. Morgan Global Wealth Management provides comprehensive financial planning services, including retirement planning, tax planning, and estate planning. They also offer access to a network of experienced attorneys, accountants, and other professionals to help clients navigate complex financial matters.

The firm is committed to providing exceptional service and personalized attention to each of their clients. They offer a dedicated team of professionals who are available to answer questions and provide guidance whenever needed. Additionally, they offer a variety of resources and educational materials to help clients make informed decisions about their financial future.

With a strong reputation and a focus on personalized service, J.P. Morgan Global Wealth Management is well-positioned to help high-net-worth individuals and families achieve their financial goals. Whether clients are looking to grow their wealth, preserve their assets, or plan for the future, this firm has the expertise and resources to help them succeed.

Keywords: J.P. Morgan, Global Wealth Management, financial planning, investment management, wealth management, New York, financial services, personalized service, high-net-worth individuals, estate planning

👍 Reviews of J.P.Morgan Global Wealth Management

JIM Q.

1/5

Avoid JP Morgan Wealth Management for opening a new account. They require you to send a copy of your S.S. card and drivers license as part of their AML/CIP review. AML/CIP is required to ascertain a persons identity under government regulations. The regulations DO NOT require a copy of your S.S. card or drivers license be held and kept on file at the banking institution opening your account. It does require the documents be reviewed by the institution and can be done in person. As a person very concerned about how my personal identity documents are handled find it hard to believe that an institution the size of JP Morgan would not allow the documents to be reviewed in a branch office to satisfy AML/CIP requirements. I do not want to expose myself to identity theft because copies of these documents are hacked from their servers. I inquired with JP Morgans new accounts team for an alternative and they went radio silent on me. So be it, one less wealth management client for their brokerage. Just wanted to pass along my thoughts so others can consider the implications of the banks decision to not offer alternatives to security conscious clients.

Joseph S.

1/5

Please avoid JP Morgan. I have placed 22 phone calls over the past 9 weeks and have gotten no where.

I have a share in my JP Morgan account and want to sell it. Everyone has been extremely nice. Their internal systems must be so bad that no one that works for JP Morgan can understand it or their training department does not exist or is really bad.

Ricardo W.

5/5

Very nice

Melyblaze G.

5/5

Beautiful Architecture!

Jon L.

5/5

Great building.

وردوش ?.

1/5

الوكاله قيد التعليق متي استلم الوكاله من مصر

Mahmoud Z.

4/5

Ashley R. W.

5/5