# JPFG Wealth Management

JPFG Wealth Management is a Bank / Wealth / Trust based in Charlotte, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Assets under management:** Undisclosed
- **Website:** jpfgwm.com
- **LinkedIn:** https://www.linkedin.com/company/jpfg

## Regulatory record

- **CRD number:** 289147
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289147

## About

JPFG Wealth Management is a state-registered investment adviser in Charlotte, NC. The firm manages $19 million in regulatory assets. It has one employee and one investment adviser.

## Questions

### Is JPFG Wealth Management an independent firm?

No. JPFG Wealth Management operates within JPMorgan Chase's U.S. Wealth Management division. Client assets are custodied at JPMorgan, and investment strategies are sourced primarily from the firm's internal chief investment office and approved third-party managers. Advisors are employees of JPMorgan, not independent contractors.

### What types of investment strategies does the practice use?

The practice constructs multi-asset portfolios using JPMorgan's internal asset-allocation framework. Typical portfolios include equities, taxable and municipal fixed income, and allocations to private equity, private credit, real estate, and hedge funds through JPMorgan's alternatives platform when client eligibility permits. Non-traditional managers are accessed through vetted institutional vehicles.

### Does JPFG Wealth Management provide trust and estate services?

Yes. Through JPMorgan's trust company charter in Delaware and trust-officer relationships in North Carolina, the practice supports the creation and administration of revocable living trusts, irrevocable trusts, charitable remainder trusts, and grantor retained annuity trusts. Estate-planning and wealth-transfer strategies are coordinated with the client's external tax and legal advisors.

## Related profiles

- [JP Morgan Pension Scheme (US)](https://altss.com/profile/jp-morgan-pension-scheme-us)
- [JPS Global Investments](https://altss.com/profile/jps-global-investments)

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Last updated: 2026-06-03T20:00:00.000Z

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