Whatever you’re looking forward to—more time for family, travel, or pursuing your passions—we can work together to help you prepare for what comes next.
Invest for the future. On your terms.
J.P. Morgan Wealth Management offers a range of investment strategies, from highly-customized advice to our easy-to-use online investing platform, for however you like to invest.
Here’s how we can work together
Here’s how we can work together
Work with our advisors
When you work with our advisors, you’ll get a personalized financial strategy and investment portfolio built around your unique goals- backed by J.P. Morgan's expertise.
Invest on your own
A Self-Directed Investing account, which could complement your advised portfolio, offers unlimited $0 commission online stock1, ETF and options trades with access to powerful tools to research trade and manage your investments.
Expertise for substantial wealth
Our Wealth Advisors & Wealth Partners leverage their experience and robust firm resources to deliver highly-personalized, comprehensive strategies across Banking, Lending, Investing and Wealth Planning.
Why invest with us?
Together, we can help define your priorities for today and help you build a better tomorrow for you and your family.
Get access to market research and the collective expertise of our specialists, backed by the strength and security of a global investing leader.
Partner with experienced advisors and get ongoing guidance via phone, video, or in-person at your local Chase branch or J.P. Morgan office.
Whether you’re new to investing or have years of experience, we offer a range of services to support you as your financial needs evolve over time.
Manage, move, and transfer funds between your J.P. Morgan investments and Chase banking accounts through J.P. Morgan Online or Chase.com
What are your goals?
From 529 plans to custodial accounts, we’ll help you understand the saving and investment options for you and your family.
J.P. Morgan Wealth Advisors are at your side, offering trusted guidance that is centered around you and what you aspire to achieve
Build a lasting legacy
Let’s work together to create a holistic strategy to help you meet your short- and long-term goals, from buying a home to estate planning and philanthropy.
References
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Commission-free online trades apply to trading in U.S.-listed stocks, exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65 per-contract fee. Sales are subject to a regulatory transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning certain investments, including mutual funds and ETFs. Offer terms and pricing are subject to change and/or termination. Other fees and restrictions (including account types) apply. See chase.com/online-investing-pricing for terms and conditions.
LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.
This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.
This website provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC (JPMS). When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.
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 adviser, member FINRA, and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Investments in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments including limited liquidity and limited transparency, among other factors and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies.
Borrowing with securities as collateral involves certain risks, including the possibility that you may need to deposit additional securities and/or cash in the account to meet a maintenance call, and that securities in the account may be sold to meet the maintenance call. Proper management of your account and a thorough understanding of the conditions that may affect your investments will assist you in effectively using the margin lending program.
Please read additional Important Information in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED