J.P. Morgan Wealth Management provides advisory and investment services.
J.P. Morgan Wealth Management provides advisory, brokerage, planning and investment services for individuals and families. The service is part of JPMorgan Chase's broader consumer and wealth platform under the J.P. Morgan brand.
It competes with large bank-owned wealth businesses that blend advisor relationships, investment products, digital tools and banking access for affluent clients.
Citi
Citi Wealth
citi.com
Goldman Sachs
Goldman Sachs — Wealth Management
goldmansachs.com
Bank of America
Merrill Wealth Management
bankofamerica.com
Wells Fargo
Wells Fargo Wealth & Investment Management
wellsfargo.com
| Attribute | J.P. Morgan Wealth Management | Citi Wealth | Goldman Sachs — Wealth Management | Merrill Wealth Management | Wells Fargo Wealth & Investment Management | |
|---|---|---|---|---|---|---|
| Provider |  | | | | | |
| Founded | 1799 | 1812 | 1869 | 1904 | 1852 | |
| Sells To | Enterprises, Individuals | Enterprises, Individuals | Institutional | Enterprises, Individuals | Enterprises, Individuals | |
| Pricing Model | Fees, Transactional Commission | Fees, Transactional Commission | Fee-Based Revenue | Fees, Transactional Commission | Fees, Transactional Commission | |
| Ownership | Public | Public | Public | Public | Public |
Provider
Founded 1799
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Founded 1812
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Provider
Founded 1869
Sells To Institutional
Pricing Model Fee-Based Revenue
Ownership Public
Provider
Founded 1904
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
Provider
Founded 1852
Sells To Enterprises, Individuals
Pricing Model Fees, Transactional Commission
Ownership Public
U.S. Bank wealth management with guidance, investing and planning services.
Morgan Stanley Wealth Management provides advisory, planning, and brokerage services for individual and institutional clients.
Fiduciary wealth management with the largest Iowa C-Corp trust department west of Des Moines.
U.S. Bank wealth management with guidance, investing and planning services.
Morgan Stanley Wealth Management provides advisory, planning, and brokerage services for individual and institutional clients.
Fiduciary wealth management with the largest Iowa C-Corp trust department west of Des Moines.
