NEW YORK, September 24, 2025 – JPMorganChase today announced the expansion of the J.P. Morgan Private Client experience to 53 Chase branches in four states. This nearly triples the number of locations where the exclusive offering is available.
This expansion is part of the firm’s ongoing commitment to deliver tailored banking and wealth management experience to the bank’s affluent clients. Clients who qualify for J.P. Morgan Private Client have several ways to access our services to help ensure J.P. Morgan Private Client supports clients when, where, and how they want:
- J.P. Morgan Financial Centers: Visit one of 18 Financial Centers, designed to meet the unique needs of affluent clients. Here, clients can receive in-person service from a dedicated team of experts in a location featuring privacy and sophistication.
- J.P. Morgan Private Client Offices: Work directly with a relationship manager based out of one of our 15 J.P. Morgan Private Client Offices, offering service however a client may wish to engage.
- Select Chase Branches: Meet with a senior private client banker at one of 53 Chase branches, combining the convenience of Chase locations, with direct access to the full suite of J.P. Morgan Private Client capabilities.
“Through our J.P. Morgan Financial Centers, J.P. Morgan Private Client Offices and now select Chase branches, we are redefining how affluent clients are served, offering a highly personalized level of service that aligns with their unique needs,” said Jennifer Roberts, CEO of Chase Consumer Banking. “Our goal is to provide an exceptional experience that combines the convenience and trust of Chase with the premier financial expertise of J.P. Morgan.”
Uniquely Tailored Banking and Wealth Management Services
The Chase branches now offering J.P. Morgan Private Client are strategically located in New York, Connecticut, Florida and Texas — regions with a higher concentration of affluent households. With this expansion, JPMorganChase aims to deepen client relationships and better serve affluent households in the U.S.
Chase branches with the J.P. Morgan Private Client offering will have a dedicated senior banker who will collaborate with an exclusive team of lending, banking and investing experts. Clients will have access to award-winning J.P. Morgan insights and strategies, exclusive banking products, complimentary wealth planning and a dedicated concierge support team.
“Affluent clients tell us they increasingly want to consolidate their investments with their primary bank,” said Stevie Baron, Head of Affluent Banking at Chase Consumer Banking. “We believe we are uniquely positioned to deliver on that preference by leveraging our strengths: we have the largest branch network of any U.S. bank and we have an incredibly talented team of J.P. Morgan Wealth Management advisors who deliver industry-leading investment advice and solutions to millions of affluent clients today, helping them achieve their goals.”
Delivering a Complete Affluent Experience
J.P. Morgan Private Client enables us to provide exceptional value to affluent clients across several key areas:
- Extraordinary Service: Our concierge service model offers round-the-clock priority support from a team of specialists who focus on understanding clients’ needs and ensure end-to-end resolution across all products with a special emphasis on hospitality.
- Expertise and Products: Clients benefit from JPMorgan’s global capabilities in banking, investing, and lending through a dedicated senior banker who serves as an experienced point-of-contact, delivering personalized strategies and anticipating needs with a focus on hospitality and support.
- Financial Planning: We offer personalized planning tailored to client goals and priorities, developing strategies to preserve and grow wealth, manage risk, navigate evolving markets and build the future clients envision.
- Relationship Benefits: All clients enjoy preferred rates, higher limits and no fees on everyday banking. Select clients can access exclusive invite-only events, limited-time offers and personalized travel planning services from VWT by Chase Travel advisors.
JPMorganChase has been steadily expanding its offerings to meet the needs of affluent clients:
- Chase Private Client: Designed for clients with $150,000 or more in qualifying deposit and investment balances, available in all 5,000 Chase branches nationwide.
- J.P. Morgan Private Client: Focused on clients with qualifying deposit and investment balances, available at all J.P. Morgan Financial Centers, J.P. Morgan Private Client Offices and select Chase branches.
Source: Chase
