Charlotte, NC
4350 Congress Street, Suite 150
Charlotte, NC 28209
Office Phone(704) 339-6849Opens in a new window
Our Office
What impact would you like to make? At J.P. Morgan Private Bank, we'll start there. We have been helping families like yours identify, manage and meet their financial goals for generations. Highly personalized banking. Wealth planning. Investing. Lending. And surrounding it all, advice tailored to your unique needs—to create the life and legacy you envision.
We Recommend
Our Leadership
Available Services
- Planning & Advice
- Goals-based investing and advice
- Our goals-based advice helps you identify your priorities, passions and pain points. Then we help you create a direct link between the outcomes that matter most to you and the wealth management strategies that can achieve them.
- Investing
- Impact investing
- Impact investing may be the most exciting of all the sustainable investing strategies. It's intended to generate measurable positive social or environmental impact alongside financial return. Learn more.
- Lending
- Securities-based lending
- How can you free up money for short-term needs—and keep your long-term investments working for you? One solution is using your investment portfolio as collateral for a line of credit.
- Investing
- Thematic managed strategies
- Using our top-down view of the global economy and markets, our portfolio managers scan the world’s markets for the broad themes and stories that drive the outcomes our clients are looking for.
- Planning & Advice
- Protecting your personal wealth
- Is too much of your personal wealth invested in your business? When it comes to diversification, business owners have special needs.
- Banking
- Digital capabilities for U.S. Clients
- Access your accounts, move money and protect your information. Our web-based tools and apps make it possible.
- Planning & Advice
- Goals-based investing and advice
- Our goals-based advice helps you identify your priorities, passions and pain points. Then we help you create a direct link between the outcomes that matter most to you and the wealth management strategies that can achieve them.
- Planning & Advice
- Estate planning
- Our wealth advisors share their decades of experience and unique perspectives with you and your attorneys to turbocharge your estate planning process.
- Planning & Advice
- Cross-border wealth advisory
- Managing wealth is tough enough. Managing it over multiple countries, time zones and tax codes is even more so. We provide comprehensive wealth management services for those with international lives or families.
- Planning & Advice
- Business owner advisory
- Owning a business comes with its own set of challenges. That’s why we offer strategic, impartial advice and a sounding board whenever you need it.
- Planning & Advice
- Executive compensation advisory
- Our specialists have thought through the big challenges facing today’s corporate executives—and how best to address them. They can translate these innovative but practical approaches into a strategy just for you.
- Planning & Advice
- Philanthropy
- When you’re ready to establish your philanthropic plan, we can help you identify the approach and structure that’s right for you.
- Planning & Advice
- Cybersecurity & fraud awareness
- We provide educational programs and materials to help you, your family and your home office staff to understand emerging threats and stay up to date on fraud protection best practices.
- Planning & Advice
- Family wealth management
- We provide personalized wealth advice, planning and management for families with complex financial needs.
- Investing
- Managed portfolio strategies
- What sets us apart? A client-first philosophy that starts with a dialogue focused clearly on your objectives and the best way to meet them.
- Investing
- Alternative investments
- Explore the range of opportunities to enhance investment returns and portfolio diversification beyond traditional markets.
- Investing
- Brokerage
- At the Private Bank, we give you more than just execution. You'll have access to strategists. Credit analysts. And economists. Each offering advice and seeking opportunities in every region, in every sector, throughout the ups and downs of the markets.
- Banking
- Custody services
- When you're ready to take advantage of institutional-level investment services, we can connect you to our global custody platform through your private banking relationship.
- Banking
- Personal banking
- Our client service team gets to know you on a personal level and manages your full J.P. Morgan relationship, looking at your entire financial picture to make banking more efficient and more focused on your needs.
- Banking
- Business banking
- Our customizable business banking tools are designed to keep up with you, optimize your operating cash and save precious time. And they’re delivered with the same private banking benefits you receive on your personal accounts.
- Lending
- Real estate lending
- Our real estate lending specialists tap resources from across the entirety of JPMorgan Chase to deliver the property intel and financing you need to meet your unique goals.
- Lending
- Securities-based lending
- How can you free up money for short-term needs—and keep your long-term investments working for you? One solution is using your investment portfolio as collateral for a line of credit.
- Lending
- Custom lending
- Uncommon, big-ticket assets require special lending expertise—whether you're purchasing them or trying to access their liquidity. We can help you find a strategy that works in the best interest of your overall wealth plan.
- Trusts & Estates
- Trust services
- A reliable, experienced trustee is crucial to ensuring your wishes are carried out. In us, you'll find the fiduciary and asset manager you're looking for.
- Trusts & Estates
- Delaware trust administration
- Our Delaware trust administration team is powered by 50 on-the-ground specialists who understand every nuance of local trust law. And can deliver every advantage of one of the world’s most favorable and flexible trust jurisdictions.
- Trusts & Estates
- Estate services
- Picking the right executor—and the right team of supporting professionals—can make a meaningful difference in how easily and efficiently your loved ones will receive their inheritance. And how well your plans are carried out.
Get in touch
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LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the control of JPMorgan Chase & Co. Products not available in all states. Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.
Not a commitment to lend. All extensions of credit are subject to credit approval.