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J.P. Morgan Wealth Management logo, links to Investmentsss

J.P. Morgan Guided Annuity Program Disclosure Documents

J.P. Morgan Guided Annuity Program Disclosure Documents (PDF)
JPMPI Form ADV Part 2A (Sub-adviser) (PDF)

Disclosures

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.

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 FINRAOpens overlay and SIPCOpens overlay. 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.

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

Access the JP Morgan Securities SEC Rule 606 quarterly report.

For complete information on any of the funds available, including management fees and expenses, please review the prospectus for each of the funds selected for your model portfolio. You should always read the prospectus carefully to obtain the most current and complete redemption fee policy information. Always consider the funds’ investment objectives, risk factors, and charges and expenses before investing. To obtain a prospectus, contact your Financial Advisor or visit the fund company’s website.

INVESTORS SHOULD CAREFULLY CONSIDER THE INVESTMENT OBJECTIVES AND RISKS AS WELL AS CHARGES AND EXPENSES OF THE MUTUAL FUND BEFORE INVESTING. TO OBTAIN A PROSPECTUS, CONTACT YOUR FINANCIAL ADVISOR OR VISIT THE FUND COMPANY'S WEBSITE. THE PROSPECTUS CONTAINS THIS AND OTHER INFORMATION ABOUT THE MUTUAL FUND. READ THE PROSPECTUS CAREFULLY BEFORE INVESTING.

JPMorgan Funds are distributed by JPMorgan Distribution Services, Inc., which is an affiliate of JPMorgan Chase & Co. Affiliates of JPMorgan Chase & Co. receive fees for providing various services to the funds.

JPMS maintains a business recovery/continuity plan, including alternate processing and data centers, that will allow us to resume normal business operations including relocating technology and personnel to alternate facilities, in the event of an extended local or regional business disruption. The recovery time objective is 24-hours. The plan is reviewed annually and updated as necessary. All JPMS operational facilities are equipped to resume business and are tested several times a year. Investors will be able to obtain information about their JPMS account by visiting their local Chase branch, calling Customer Service at 800-392-5749 or visiting Chase.com. Every effort will be made to provide investors with timely and accurate information.

The content available on this site is provided for information purposes only, is not intended as an offer or solicitation for the purchase or sale of any financial instruments and should not be relied upon as an investment recommendation. JPMorgan Chase Bank, N.A. and its affiliates make no representations or warranties as to the accuracy, completeness or timeliness of the information. The information is not intended to provide legal, tax or accounting advice. Investors should consult a qualified advisor for advice specific to your circumstances.

This site is directed at persons in the United States. Products and services offered may differ depending on the client's geographic location. Not all products and services are offered to all clients.

Planning and investments

Whether you choose to work with an advisor and develop a financial strategy or invest online, J.P. Morgan offers insights, expertise and tools to help you reach your goals.

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor virtually or in your Chase branch to build a personalized financial strategy based on what’s important to you, starting with a minimum investment of $25,000.

J.P. Morgan online investing

Easily fund, research, trade and manage your investments online all conveniently in the Chase Mobile^® app or at chase.com. J.P Morgan online investing is the easy, smart and low-cost way to invest online. Check here for the latest J.P. Morgan online investing features, offers, promotions and coupons.

Investment tools & resources

Our calculators are here to help you analyze your numbers and ensure you're on the path to meeting your financial goals.

For a comparison of IRAs and which one aligns with you: IRA Calculator
Plan for your retirement: 401K/403b Calculator
Compare annuity payouts to create your desired strategy: Annuity Calculator
Understand how your retirement contributions may differ: IRA Eligibility Calculator

Retirement planning

Planning for retirement can start at any point in your life. Whether you prefer to independently manage your retirement planning or work with an advisor to create a personalized strategy, we can help. Roll over your 401(k) from your previous employer and compare the benefits of General Investment, Traditional IRA and Roth IRA accounts to decide which is right for you.

Education planning

Funding for education can come from any combination of options and a J.P. Morgan advisor can help you understand the benefits and disadvantages of each one. Compare among 529 Plans, custodial accounts, financial aid and other education options to help meet your college planning goals.

Wealth Plan

When planning for your future, J.P. Morgan Wealth Plan can help focus your efforts on achieving your financial goals. Through Wealth Plan, you can connect with an advisor to help you create a plan, adjust your financial strategy, and track your progress.

Investing insights

Stay in The Know by exploring articles and videos on market trends, research and financial planning.

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