J.P.Morgan Wealth Management Solutions Inc.

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Client assets under management

$8,493,019

Clients

19% high-net-worth

Advisors

of 65 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

$265,407

About

J.P. Morgan Wealth Management Solutions Inc. provides implementation and overlay portfolio services for clients enrolled in the J.P. Morgan Managed Investment Services wrap program, working through JPMS Financial Advisors to serve individuals, trusts, estates, charitable organizations and business entities. Its services include continuous account monitoring, periodic rebalancing, execution of manager model instructions, and optional tax-related features such as tax harvesting and tax transition for taxable accounts.

WMS generally acts under discretionary authority delegated by JPMS to implement model portfolios and separately managed account managers rather than selecting individual securities itself, and it follows differing rebalancing schedules for Managed versus Guided Accounts. The firm documents that its tax harvesting and tax transition programs are implemented at WMS’ discretion, can materially alter account holdings and performance relative to other accounts, and are not a substitute for tax advice.

The firm is a recently formed, wholly owned subsidiary of JPMorgan Chase & Co. and is closely integrated with multiple J.P. Morgan affiliates (including JPMS, JPMPI, JPMIM and JPMCB), reflecting uncommon affiliations for a supported firm with banking, trust, broker-dealer and futures/commodity-related connections noted in its disclosures. WMS does not separately charge clients for its implementation services (it is reimbursed by JPMS under the wrap program), and its role as an overlay/implementation manager within a large financial conglomerate — combined with a small reported client base and concentrated advisor team — is a distinguishing operational profile compared with many peers.

Client services

Portfolio management

Portfolio overlay and trade implementation services

Expertise

Tax-loss harvesting Active portfolio management ESG / Sustainable investing

Fee options

Other

Account minimum: Managed Account: $10,000; Guided Account: $50,000 (with minimum $2,000,000 if investing in fixed income Portfolio Managers); Tax Harvesting: $50,000; Tax Transition Services: $250,000

Main office location

J.P.Morgan Wealth Management Solutions Inc.

270 Park Avenue, Floor 10

New York NY 10017, United States

Number of offices

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 212-464-2070

Advisors at this firm

Andrew C

Series 63

New York, NY

J.P.Morgan Wealth Management Solutions Inc.

Andrew Casella is a financial advisor at J.P. Morgan Wealth Management Solutions Inc. He holds a Series 63 designation and has one year of industry experience. His work history includes roles at J.P. Morgan Securities, J.P. Morgan Private Investments, Inc., and JPMorgan Chase Bank, N.A., where he has been employed since 2003. J.P. Morgan Wealth Management Solutions Inc. provides implementation and overlay services for the J.P. Morgan Managed Investment Services Program, supporting Managed Accounts and Guided Accounts through continuous monitoring, rebalancing, and tax-related services. The firm operates under delegated discretionary authority to execute trading and manage portfolios within the program’s guidelines.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing

Jason C

Series 63

Columbus, OH

J.P.Morgan Wealth Management Solutions Inc.

Jason Cunningham is a financial advisor with J.P. Morgan Wealth Management Solutions Inc. He holds a Series 63 designation and has been with various entities within the JPMorgan Chase organization since 2001. His current role at J.P. Morgan Wealth Management Solutions Inc. began in 2025. J.P. Morgan Wealth Management Solutions Inc. provides implementation and overlay services for the J.P. Morgan Managed Investment Services Program, supporting Managed and Guided Accounts through continuous monitoring, rebalancing, and tax-related services. The firm operates under delegated discretionary authority to execute trading and implement model portfolios within the program framework.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing

Kristine R

Series 63

New York, NY

J.P.Morgan Wealth Management Solutions Inc.

Kristine Rooney Granger is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 63 designation and over one year of industry experience. She has worked with various J.P. Morgan entities since 2004, including J.P. Morgan Wealth Management Solutions Inc. and J.P. Morgan Private Investments Inc. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tax-loss harvesting Active portfolio management ESG / Sustainable investing

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