Skip to main content

Tailored financial advice from trusted advisors

When you work with our advisors, you’ll get a personalized financial strategy and investment portfolio built around your unique goals—backed by our industry-leading expertise.

To set up your free, one-on-one investment consultation, speak to a J.P. Morgan team member Monday–Friday from 8 AM to 9 PM ET. Or fill out a form and we’ll contact you.

Get financial advice by comparing Advisory Services

A plan and portfolio built around your goals

Personalized planning

Partner with an advisor to build a strategy based on what's important to you—whether that's paying off debt, early retirement or saving for a purchase.

Holistic view

Manage all of your banking, investing and borrowing, and conveniently transfer money on the Chase Mobile® app or at chase.com.

Invest your way

Whether you’re new to investing or have years of experience, we have advisors to support you as your financial needs evolve over time.

Trusted expertise

Our advisors use J.P. Morgan’s industry-leading research and investment expertise to help you navigate every milestone and opportunity.

Here’s how we can work together

J.P. Morgan
Personal Advisors

$25,000

Recommended investment

  • Work with a team of fiduciary advisors by video or phone
  • Match your goals to expert-built portfolios
  • Receive ongoing financial advice and annual check-ins

J.P. Morgan
Personal Advisors

$25,000

Recommended investment

  • Work with a team of fiduciary advisors by video or phone
  • Match your goals to expert-built portfolios
  • Receive ongoing financial advice and annual check-ins

J.P. Morgan
Private Client Advisor

$50,000

Recommended investment

  • Work 1:1 with a dedicated advisor in your community
  • Receive a custom investment portfolio
  • Receive ongoing financial advice and strategic guidance

J.P. Morgan
Private Client Advisor

$50,000

Recommended investment

  • Work 1:1 with a dedicated advisor in your community
  • Receive a custom investment portfolio
  • Receive ongoing financial advice and strategic guidance

We're here to help you every step of the way

We'll start with a conversation

Our advisors take the time to understand your investment objectives and risk tolerance to create a portfolio aligned with your goals.

Then, we’ll break it down into steps

We work together to design a personalized investment strategy that’s focused on what you want to accomplish.

We’ll help you stay on track

Our advisors can explain how life events and market trends might affect your path forward, and adjust your investments to help you stay on track.

And we collaborate online

You and your advisor can use our Wealth Plan experience to track your progress in real time and work together to address any bumps in the road—you can even schedule a meeting with just a few clicks.

Get your free one-on-one investment consultation

To get started, call 1-833-930-4514 to speak with a J.P. Morgan team member Monday–Friday from 8 AM to 9 PM ET.

Get your free one-on-one investment consultation by calling

Sharpen your knowledge with the latest news and market commentary

Tap into the latest news and subscribe for market commentary and analysis from J.P. Morgan specialists to help you plan your investment strategy and learn about opportunities.

Invest on your own

Manage your portfolio online with intuitive tools to help you buy, sell and adjust your investments.