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Invest for the future. On your terms.

Together, we can help define your priorities for today and help you build a better tomorrow for you and your family.

Invest for the future.

Here’s how we can work together

Invest on your own

Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay

 

 

Invest on your own

Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay

 

 

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

 

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

 

Why invest with us?

Trusted guidance

Get access to market research and the collective expertise of our specialists, backed by the strength and security of a global investing leader.

Human connection

Partner with experienced advisors and get ongoing guidance via phone, video, or in-person at your local Chase branch or J.P. Morgan office.

Invest your way

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.

All-in-one access

Manage, move, and transfer funds between your J.P. Morgan investment and Chase banking accounts in the Chase Mobile® app or at chase.com.

Unlimited commission-free online trades

Get up to $700 cash bonus when you open and fund a J.P. Morgan Self-Directed Investing account (retirement or general) with qualifying new money by 01/08/2026. Options contract and other fees may apply.

get up to $700 cash bonus

Financial planning that’s built around you

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Plan for retirement

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.

retirement planning

Pay for college

From 529 plans to financial aid, we’ll help you understand the saving and investment options for you and your family.

education planning

Build a lasting legacy

Your J.P. Morgan advisor can partner in the estate planning process to help you prepare your legacy with confidence.

estate planning

It’s simple to get started.  

Meet Wealth Plan

Our award-winning J.P. Morgan Wealth Plan® makes it easy to set and track your financial goals and offers personalized insights to guide you, every step of the way.

Investing insights

Stay in The Know with the latest on investing essentials, market trends and financial planning from J.P. Morgan specialists.

Frequently asked questions

J.P. Morgan Wealth Management offers different accounts depending on whether you choose to invest on your own or with an advisor.

 

For Self-Directed Investing, J.P. Morgan Wealth Management offers brokerage accounts, including general investment accounts, Traditional and Roth Individual Retirement Accounts (IRAs) and trusts. 

 

When investing with Advisor Services, J.P. Morgan offers financial advice in addition to brokerage accounts. For more information on these accounts and strategies, speak with an advisor or specialist.

Self-Directed Investing account applications will be reviewed within one business day. We’ll send you an email when your account is open or if further action is required.

 

For advised accounts, our advisors will take you through the account opening process at a pace that's right for you. This process can take anywhere from one to three meetings.

 

You’ll need your Social Security or Tax Identification Number, employer’s name and mailing address (if applicable) and an identification document such as a driver’s license or state ID.

With J.P. Morgan Self-Directed Investing, you get unlimited commission-free online trading in U.S.-listed stocks, exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65 per-contract fee. Other fees and charges may apply, including but not limited to fees intended to offset fees charged by certain regulatory bodies. There are costs associated with owning certain investments, including mutual funds and ETFs.

 

Advisor fees are based on the services and products you choose. We’ll make sure you have a clear understanding of these fees up front. You can learn more by speaking with an advisor.

You can open a J.P. Morgan Self-Directed Investing account with no minimum investment. Advised clients generally have $25,000 or more in investable assets.