Does anyone have any experience with JP Morgan Private Client, perhaps someone who recently migrated to Chase from First Republic Bank?
The
JP Morgan Private Client website has a very generic FAQ. It looks to be a separate offering from JP Morgan Private Bank (doesn't seem to require millions of dollars in holdings) and Chase Private Client (seems to require a higher minimum, as the FAQ mentions $750K).
What is J.P. Morgan Private Client?
J.P. Morgan Private Client brings together the extraordinary service of First Republic Bank- acquired by J.P. Morgan Chase in 2023- with the breadth of J.P. Morgan expertise and products, all delivered by your personal Relationship Manager.
What types of clients are serviced by J.P. Morgan Private Client?
Typically, our Relationship Managers serve clients with $750,000 or more in deposits and/or investment balances with J.P. Morgan Chase.
What is the difference between J.P. Morgan Private Client and Chase Private Client Checking?
J.P. Morgan Private Client strives to provide exceptional service and a dedicated point of contact to help coordinate across J.P. Morgan and Chase offerings. J.P. Morgan clients may have banking products such as Chase Private Client CheckingSM and Savings.
Learn more.