We offer a variety of brokerage and investment advisory services. Your individual needs and preferences will help determine which services are right for you. Not all investment products are available for all investors. Visit jpmorganinvestment.com to learn more.

Investment Advisory Services. We offer full-service investment advisory accounts. Investment advisory services are offered through J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC and bank-managed investment advice is offered through JPMorgan Chase Bank, N.A. This document describes only the investment advisory services offered through J.P. Morgan Securities LLC. Not all advisors can offer all services.

Full-service investment advisory accounts provide access to a financial professional.
- When you receive investment advice from us, we are subject to an ongoing duty of loyalty and care and must not place our interests ahead of yours. We’ll help you build a portfolio that aligns with your goals, based on information you share about your investing objectives, needs and preferences. We provide periodic monitoring in our advisory programs. The level and type of monitoring depends upon the program and services you select. We will also execute trades and provide other services, such as periodic performance reporting and rebalancing, as appropriate.
- You’ll select from several “wrap-fee” programs designed for different investment goals. You’ll pay a fee, based on the assets you have invested. The fee covers all account-related services such as trade execution, clearing, settlement and custody.
- We have discretionary or non-discretionary programs:
  - In a discretionary program, a manager makes the decision about the purchase or sale of each asset on your behalf. We may have certain restrictions on our ability to purchase proprietary products. You can choose J.P. Morgan Securities LLC, an affiliate or a third party as the manager.
  - In a non-discretionary program, we provide investment advice and you make the decision about the purchase or sale of each asset.
- There are minimum balances required for certain programs.

If your relationship with us includes products and services, such as investment banking or custodial services, that are not mentioned in the principal services described above, please refer to the documents relating to those transactions or services for information or visit jpmorgan.com/PrimeBrokerageServices.

J.P. MORGAN SECURITIES LLC

Boston, MA 02110

CRD#: 4984950

Heather Suzanne Furdyna

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