About JP Morgan Wealth Management
J.P. Morgan Asset and Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
The Chase Wealth Management (CWM) Advisors have their own securities based lending product with over $5 billion in extended credit. It is part of the Securities Based Lending Team (SBL) Credit Middle Office. The primary focus is on supporting the client need for lines of credit based on the quality and diversification of their asset portfolio. The group combines a focus on credit worthiness along with evaluation of collateral holdings as part of the underwriting process.
The SBL Lender’s primary objective is to underwrite all securities based lines of credit and ultimately recommend an approval or decline. Core responsibilities include:
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