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Old Jul 6, 2024 | 11:36 pm
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LAX
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Join Date: Nov 2004
Location: Los Angeles, CA; Philadelphia, PA
Programs: FA
Posts: 6,480
Originally Posted by SteveT
  1. Chase Private Client minimum is $150K. Services have deteriorated since they rolled this program out.
  2. JP Morgan Private Client minimum is $750K. This program has always been exsistence, but the program is being marketed because of the FRB merger and the roll out of JPM Wealth Advisory Program. Target market is HNW, C Suite, employees of JPM Corporate Banking clients, and now FRB Wealth clients.
  3. JP Morgan Private Bank minimum is $10M, but they are flexible.
  4. There is no Chase Private Bank.
Thanks. Does JPM Private Client offer more benefits than Chase Private Client?

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