J.P. Morgan Wealth Management Cleveland

Keith Henry

Regional Director

Our Cleveland advisors consult closely with clients to explore and identify the goals that are most important for them and their families. Keeping this information at the forefront, they center their financial advice around the entirety of each individual's objectives. By building a strong relationship with clients, our advisors serve as an advocate to access the global resources of the firm, bringing the full capabilities of J.P. Morgan down to a personal, customized size. They address the many elements of wealth that extend beyond investment strategies to include banking, lending, trust and estate planning and more. Our advisors look forward to the chance to work directly with you and share best practices and innovative ideas.

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.

Insights

Wealth 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 Now
Markets

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 Now
Cybersecurity

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 Now

About 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.
Careers at J.P. Morgan Wealth Management Cleveland
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.