Brokerage Services

Brokerage Services
At J.P. Morgan Securities LLC (Member FINRA/SIPC), we tailor investment solutions for our clients and provide a broad range of brokerage, trading and custody services.

Brokerage Services List

  • Cash Management

    With fixed income management from J.P. Morgan Securities, you get an objective, accessible financial partner who can help you make the decisions that are in your best interest.

  • Concentrated Wealth Strategies

    We offer hedging transactions, employee stock options and corporate selling plans (rule 10b5-1 plans) that allow you a variety of options to diversify your concentrated equity holdings.

  • Full Service Brokerage

    Our Wealth Managers can work with you to put together a customized plan with options designed to meet your investment needs.

  • Online Brokerage Services

    Manage assets with ease via desktop or mobile using our Online Brokerage platform.

  • Investment Options

    Our brokerage solutions include a number of tools to track, optimize and grow your investment portfolio.

Features

  • Executive and Employee Stock Options

    Resources and strategies addressing diversification, concentrated positions and liquidity to plan for the future of yourself and your employees.

Account Features and Protection

  • Account Protection

    We provide protection through our clearing arrangement with Pershing LLC.

  • Brokerage Online

    Our Brokerage Online site provides you with access to your portfolio, allowing you to place trades, obtain quotes, view detailed account information, access robust market data content, research and more.

  • Online Brokerage Statements

    Go paperless. Make a powerful choice.

Get Started Today

Our brokerage services professionals welcome the opportunity to develop a customized wealth management solution.

Important Disclosures

Market Insights

Investments through J.P. Morgan Private Wealth Advisors LLC and J.P. Morgan Securities LLC:

ARE NOT FDIC INSURED │ARE NOT BANK GUARANTEED │ MAY LOSE VALUE

Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.