đ Integrated Investment Services
Your Financial Future, Managed Right Where You Bank
At J.P. Mora Bank, we simplify wealth management by offering full-service investment solutions through J.P. Mora Bank Investment Professionals, a division of Investment Professionals Inc. This seamless partnership means you can access comprehensive investment guidance and financial planningâwithout ever leaving your bank.
Our in-branch investment consultants provide:
- Personalized portfolio management
- Expert advice on market trends and strategies
- Easy access to account insightsâright from your local branch
For a modest monthly fee, clients can enjoy secure online access to:
- Their complete investment portfolio
- Real-time stock quotes
- Live Dow Jones Industrial Average updates
đ€ Trusted Advisors, Close to Home
What sets us apart? The same trusted, neighborly service youâve come to expect from J.P. Mora Bank now extends to your investment strategy. Our licensed consultants are located right inside our branchesâso youâre never far from knowledgeable, accessible financial guidance.
Important information about procedures for opening a new account, check for our service email on the contact us page
To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify and record information that identifies each person who opens an account. What this means for you: When you open an account, we will ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your driverâs license or other identifying documents.