JP Morgan Personal Advisor is an advisory and wealth management service that provides customers with access to a team of fiduciary advisors who will create a personalized financial plan, recommend portfolios of mutual funds and provide ongoing advice remotely. The minimum investment required for a JP Morgan Personal Advisor account is $25,000.
JP Morgan Private Client is a similar advisory and wealth management service that offers one-on-one collaboration with a dedicated advisor in your local community to build a custom investment strategy. The minimum investment required for a JP Morgan Private Client account ranges from $10,000 to $250,000, depending on the program selected.