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.
JPMorgan Asset and Wealth Management Operations is located on the Morgan Christiana Campus in Newark, Delaware. The group is made up of roughly 100 employees performing support functions for the Front and Middle Office groups that are located in New York, NY and Columbus, Ohio. Functions in Investment Management Operations include Portfolio Services, Cash Operations, Reconciliations, Fee Billing and Reporting.
Schedule is Mon-Fri 8am-5pm
Chase Wealth Management (CWM) and J.P. Morgan Securities Inc. Broker Dealer Support Services provide middle office support to over 5,000 licensed representatives such as financial advisors, investment specialists and licensed bankers. This support consists of processing disbursements from brokerage accounts due to death.