Our Services
Your advisor is your personal guide to the full range of J.P. Morgan's capabilities, providing a single point of access for managing your entire financial life.
Wealth Planning
We combine industry-leading analysis with individualized strategies to help you grow, protect and transfer your wealth by managing your taxes and cash flow.
Investment Management
We provide tailored portfolio management informed by J.P. Morgan’s proprietary data and research, helping you best allocate your assets and capitalize on emerging market trends.
Banking
Our dedicated banking specialists are experts at helping you simplify your finances, and our digital banking tools allow you to securely access and manage your money whenever you need to.
Lending
We offer a wide range of tailored lending options, including individualized credit strategies, securities-backed lending and personalized financing, backed by the strength of J.P. Morgan.
Boston Teams
Insights
Wealth Planning
Beware the wash sale rule
November 5, 2024Tax loss harvesting can help you offset capital gains, but only if you do it properly.Read NowWealth Planning
Are you maximizing your charitable giving?
November 5, 2024If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read NowOutlook
October 2024 jobs report: Only 12,000 jobs added, tempered by disruptions
November 4, 2024U.S. job growth grew by the slowest pace since 2020. Our strategists believe this softer report will keep the Fed on its programmatic rate-cutting cycle.Read NowMarkets
The final stretch: Your top 3 U.S. election questions answered
November 1, 2024From tax policy to government debt, we share our thoughts on key issues facing investors.Read NowWealth Planning
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowMarkets
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read NowCybersecurity
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowMarkets
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowInvesting
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowWealth Planning
Beware the wash sale rule
November 5, 2024Tax loss harvesting can help you offset capital gains, but only if you do it properly.Read NowWealth Planning
Are you maximizing your charitable giving?
November 5, 2024If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read NowOutlook
October 2024 jobs report: Only 12,000 jobs added, tempered by disruptions
November 4, 2024U.S. job growth grew by the slowest pace since 2020. Our strategists believe this softer report will keep the Fed on its programmatic rate-cutting cycle.Read NowMarkets
The final stretch: Your top 3 U.S. election questions answered
November 1, 2024From tax policy to government debt, we share our thoughts on key issues facing investors.Read NowWealth Planning
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowMarkets
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read NowCybersecurity
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowMarkets
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowInvesting
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowAbout Us
At J.P. Morgan Wealth Management, we will work closely with you to understand your unique needs and create solutions designed to help you meet your financial goals. Our experienced advisors excel at tailoring individual portfolios utilizing J.P. Morgan’s robust investment capabilities.
Find an advisorCareers at J.P. Morgan Wealth Management Boston
J.P. Morgan Wealth Management offers financial advisors the best of both worlds -- a boutique and a global powerhouse. As an advisor at J.P. Morgan, you would have access to award-winning teams across the firm, top-notch research and thought leadership – all backed by a fortress balance sheet.