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J.P. MORGAN PERSONAL ADVISORSLimited time: Pay $0 in advisory fees for 6 months

To set up your free one–on–one financial planning session, 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. Offer expires 3/15/2023.

Financial planning and virtual advice that’s built around you

Personalized planning

Partner with an advisor to build a plan based on what's important to you—whether that's paying off debt, opening a business or saving for a big purchase.

Advice when you need it

Get matched to expert-built portfolios, and receive ongoing advice and annual check-ins to ensure your plan is on track.

Team of advisors

Our team of advisors act as fiduciaries so you can be confident that any advisor you work with has your best interest at heart.

Holistic view

Manage all of your banking, investing and borrowing, and conveniently transfer money online and on the Chase Mobile® app.

We’ll get to know you

We take time to get to know your priorities—from big goals to small details—and create a personalized financial plan tailored to where you are and what you want to achieve.

Then, we’ll help match you to the right portfolio

Once we understand your financial picture, risk tolerance and time horizon, we’ll recommend a professionally designed investment portfolio that meets your needs.

We’ll help keep you on track

Our technology will automatically rebalance your portfolio as the market shifts, and you can check in with an advisor by phone or video to update your plan and get ongoing advice.

Here's how to get your $0 advisory fee for 6 months

01 Connect

Connect with a J.P. Morgan team member to schedule a free financial planning session. Call 1-833-930-4504 or fill out our contact form and we’ll be in touch.

02 Open

Work with an advisor to build your financial plan and submit an application to open an account.

03 Fund

Start investing in your future by moving money, transferring investments, or rolling over a retirement account.

Clear, straightforward fees you’ll pay after the first 6 months

Move the slider to estimate your advisory fee.

  • current
    Invest from 25,000 to 249,999:
    0.6% annual fee
  • Invest from 250,000 to 1,000,000:
    0.5% annual fee
  • Invest over 1,000,000:
    0.4% annual fee

Move the slider to estimate your advisory fee.

Account balance ($):
Selected Value is:
25,000
Annual advisory fee (0.6%):
$
/

year

Annual advisory fees do not include operating expenses on the investments in your portfolio—fees similar to what you would pay if you invested on your own.

Experience a new way to invest–now for $0 in advisory fees for six months.

To get started, speak with a J.P. Morgan team member Monday–Friday from 8 AM to 9 PM ET.

Connect with a Personal Advisor

Frequently Asked Questions

During your first meeting, an advisor will take the time to get to know you and your priorities, understand your goals and begin to develop your personalized financial plan. 

You'll be matched with an advisor to help you with the account setup process; once your account is created, you may work with a different advisor in future meetings. Our team of advisors act as fiduciaries, meaning no matter who you work with, you can be confident that all our advisors have your best interests at heart.

Depending on your investment amount, you'll pay an annual fee between 0.6% and 0.4% of the assets in your account. Annual advisory fees don’t include operating expenses on the investments in your portfolio, which are fees similar to what you would pay if you invested on your own.

Our advisors take the time to get to know your priorities—from big goals to small details—and create a personalized financial plan tailored to where you are now, and what you want to achieve in the future. Once we understand your financial picture, risk tolerance and time horizon, we'll recommend expert-built investment portfolios that help meet your needs.

As life changes, so will your financial goals. Simply schedule a meeting with one of our advisors, and we’ll make the necessary adjustments to your strategy to help meet your new goals.  

Personal Advisors gives you access to a team of fiduciary advisors who will work to help you create a personalized financial plan to achieve your goals. Then, you'll be matched to expert-built portfolios and will receive ongoing advice from our J.P. Morgan team members over video or phone—all for an annual fee of 0.6% or less. Your account also unlocks industry insights and exclusive research from J.P. Morgan specialists to help you make the most of your account.

With J.P. Morgan Personal Advisors, you'll have access to a team of advisors and you’ll be matched to expert-built portfolios designed to help you meet your goals. J.P. Morgan Private Client Advisors allows you to work one-on-one with an advisor in your local community to build a custom investment strategy.

Our advisors will take you through the account setup process at a pace that's right for you. Together we'll build your personalized financial plan, and decide which portfolios are right for you. Then you'll submit your account application to start funding. This process can take anywhere from 2 to 3 meetings. 

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