Branch Details
6870 Daniels PkwyFort MyersFL 33912
239-225-9651Together we can build an investment strategy based on your financial needs
Dedicated advisor
Custom portfolio
Open conversation
Retirement
Work one-on-one with a J.P. Morgan advisor in your local Chase branch or officeor via video or phoneto develop a personalized financial strategy and a custom investment portfolio that can help you meet your goals.
At Six Mile Cypress and Danielswe get to know you — down to the smallest details — so we can create a custom strategy that adapts as your priorities and the market change over time. Informed by J.P. Morgan's research and insightsyou can feel more confident in your financial future. With our full suite of J.P. Morgan investing and Chase banking products and servicesyou can conveniently grow and manage your wealthall in one place.
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To learn more about J. P. Morgan's investment businessincluding our accountsproducts and servicesas well as our relationship with youplease review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.
JPMorgan Chase and its affiliates do not provide taxlegal or accounting advice. This material has been prepared for informational purposes onlyand is not intended to provideand should not be relied on for taxlegal or accounting advice. You should consult your own taxlegal and accounting advisors before engaging in any transaction.
Investing involves market riskincluding possible loss of principaland there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.
Asset allocation/diversification does not guarantee a profit or protect against a loss.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co.which offers investment products and services through J.P. Morgan Securities LLC (JPMS)a registered broker-dealer and investment advisermember FINRA and SIPC. Insurance products are made available through Chase Insurance AgencyInc. (CIA)a licensed insurance agencydoing business as Chase Insurance Agency ServicesInc. in Florida. Certain custody and other services are provided by JPMorgan Chase BankN.A. (JPMCB). JPMSCIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OFOR GUARANTEED BYJPMORGAN CHASE BANKN.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKSINCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED