Rev. April 2026
Wealth Partners | Wealth Advisors
WHAT DOES J.P. MORGAN WEALTH MANAGEMENT DO WITH YOUR
PERSONAL INFORMATION?
FACTS
WHY?
Financial companies choose how they share your personal information. Federal law gives consumers
the right to limit some but not all sharing. Federal law also requires us to tell you how we collect,
share, and protect your personal information. Please read this notice carefully to understand what we
do.
WHAT?
The types of personal information we collect and share depend on the product or service you have with
us. This information can include:
•
Social Security number and income
•
Account balances and transaction history
•
Credit history and payment history
HOW?
All financial companies
need to
share customers’ personal
information to
run their
everyday
business.
In the section below, we list the reasons financial companies can
share their customers’ personal
information; the reasons J.P. Morgan Wealth Management chooses to share; and whether you can
limit this sharing.
Reasons we can share your personal information
Does J.P. Morgan
Wealth Management
share?
Can you limit this sharing?
For our everyday business purposes –
such as to process your transactions, maintain your
account(s), respond to court orders and legal investigations,
or report to credit bureaus
Yes
No
For marketing purposes –
to offer our products and services to you
Yes
No
For joint marketing with other financial companies
No
We don’t
share
For our affiliates’
everyday business purposes –
information about your transactions and experiences
Yes
No
For our affiliates’
everyday business purposes –
information about your creditworthiness
Yes
Yes
For our affiliates to market to you
Yes
Yes
For nonaffiliates to market to you
No
We don’t
share
To limit our
sharing
•
Call 1-888-868-8618 –
our menu will prompt you through your choice(s). For operator relay
assistance, first dial 711.
Please note:
If you are a
new
customer, we can begin sharing your information 30 days from the date we sent this
notice. When you are
no longer
our customer, we continue to share your information as described in
this notice.
However, you can contact us at any time to limit our sharing.
Questions?
Call 1-888-868-8618. We accept operator relay calls.
Page 2
Who we are
Who is providing this notice?
This notice is provided by J.P. Morgan Securities LLC, JPMorgan Chase Bank,
N.A., and Chase Insurance Agency, Inc. and is for J.P. Morgan Wealth
Management customers served by J.P. Morgan Wealth Advisors or J.P. Morgan
Wealth Partners.
What we do
How does J.P. Morgan Wealth
Management protect my
personal information?
To protect your personal information from unauthorized access and use, we use
security measures that comply with federal law. These measures include computer
safeguards and secured files and buildings. We authorize our employees, agents
and contractors to get your information only when needed to do their work for us.
We require companies working for us to protect your information.
How does
J.P. Morgan Wealth
Management collect my
personal
information?
We collect your personal information, for example, when you:
•
open an account or seek advice about your investments
•
apply for a loan
•
direct us to buy securities or direct us to sell your securities
We also collect your personal information from others, such as credit bureaus,
affiliates, or other companies.
Why can’t
I limit all sharing?
Federal law gives you the right to limit only:
•
sharing for affiliates’
everyday business purposes –
information
about your creditworthiness
•
affiliates from using your information to market to you
•
sharing for nonaffiliates to market to you
State laws and individual companies may give you additional rights to limit sharing.
See below for more on your rights under state law.
What happens when I limit
sharing for an account I hold
jointly with someone else?
Your choices will apply to everyone on your account.
Definitions
Affiliates
Companies related by common ownership or control. They can be financial and nonfinancial
companies.
•
Our affiliates include companies with the Chase or J.P. Morgan name and financial
companies such as JPMorgan Chase Bank, N.A.
Nonaffiliates
Companies not related by common ownership or control. They can be financial and nonfinancial
companies.
•
J.P. Morgan Wealth Management does not share with nonaffiliates so that they can
market to you.
Joint marketing
A formal agreement between nonaffiliated financial companies that together market financial
products or services to you.
•
J.P. Morgan Wealth Management doesn’t
jointly market.
Other important information
VT:
Accounts with a Vermont mailing address are automatically treated as if they have limited the sharing as described on
page 1. For joint marketing, we will only disclose your name, contact information and information about your transactions.
NV:
We are providing you this notice pursuant to Nevada law. If you prefer not to receive marketing calls from us, you
may be placed on our Internal Do Not Call List by calling 1-800-945-9470, or by writing to us at P.O. Box 734007,
Dallas, TX 75373-4007. For more information, contact us at the address above, or email
Privacy.Info@JPMChase.com, with
“Nevada Annual Notice”
in the
subject line. You may also contact the Nevada
Attorney General’s
office: Bureau
of Consumer Protection, Office of the Nevada Attorney General, 555 E. Washington
St., Suite 3900, Las Vegas, NV 89101; telephone number: 1-702-486-3132;
email aginfo@ag.nv.gov.
CA:
Accounts with a California address are automatically treated as if they have limited the sharing and we will not
share information about you within, or with financial companies outside, our family of companies unless we first provide
you with privacy choices or unless otherwise permitted by law.
