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DISCLOSURES J.P. Morgan Wealth Management Short Message Service (SMS) Terms and Conditions

Program Description

J.P. Morgan Securities LLC (“JPMS”) and its service providers may use an automatic telephone dialing system (automated technology) to send you text messages about our J.P. Morgan Wealth Management products and services using a short code (collectively “Programs”). You will need to opt-in to specific Programs in which you have an interest. Your opt-in consent will only be used for the specific Program for which you requested texting and will not be shared or interpreted to cover other text messaging Programs including those from JPMorgan Chase Bank, N.A.

 

These terms do not apply to routine servicing messages you might receive about your account.

Active SMS Short Codes

J.P. Morgan Wealth Management – 206206

 

When you opt-in to the service, we will send you one message to confirm your signup and if we do not connect with you initially, a maximum of two (2) additional messages in an attempt to contact you. These messages will come from J.P. Morgan on behalf of J.P. Morgan Wealth Management. Message frequency varies. Message and data rates may apply. Text "HELP” for help. Text “STOP” to cancel. Mobile numbers will not be shared outside of the Programs that users have opted into.

 

You can cancel this service at any time. Text "STOP" to 206206. After you send the message “STOP” to us, we will send you a reply message to confirm that you have been unsubscribed. After this, you will no longer receive messages from us.

 

J.P. Morgan Wealth Management – 91853

 

When you opt-in to the service, we will send you a one-time message with the information you requested. This message will come from J.P. Morgan on behalf of J.P. Morgan Wealth Management. Message frequency varies. Message and data rates may apply. Text "HELP” for help. Text “STOP” to cancel.

 

You can cancel this service at any time. Text "STOP" to 91853. After you send the message “STOP” to us, we will send you a reply message to confirm that you have been unsubscribed. After this, you will no longer receive messages from us regarding this inquiry unless requested again.

 

J.P. Morgan Wealth Management – 69308

 

When you opt-in to the service, we will send you a message about your scheduled meeting. The message will come from J.P. Morgan on behalf of J.P. Morgan Wealth Management. Message frequency varies. Message and data rates may apply. Text "HELP” for help. Text “STOP” to cancel. Mobile numbers will not be shared outside of the Programs that users have opted into.

 

You can cancel this service at any time. Text "STOP" to 69308. After you send the message “STOP” to us, we will send you a reply message to confirm that you have been unsubscribed. After this, you will no longer receive messages from us regarding this inquiry unless requested again.

 

J.P. Morgan Wealth Management – 40107

 

When you opt-in to the service, we will send you a message about your scheduled meeting. This message will come from J.P. Morgan on behalf of J.P. Morgan Wealth Management. Message frequency varies. Message and data rates may apply. Text "HELP” for help. Text “STOP” to cancel.

 

You can cancel this service at any time. Text "STOP" to 40107. After you send the message “STOP” to us, we will send you a reply message to confirm that you have been unsubscribed. After this, you will no longer receive messages from us regarding this inquiry unless requested again.

Cost

Message and data rates may apply to each text message sent or received in connection with text messages Programs from JPMS as provided in your mobile telephone service rate plan, in addition to any applicable roaming charges. Please contact your mobile telephone carrier for pricing plan information. JPMS does not impose a separate fee for sending wealth management text messages.

 

Supported Carriers: AT&T, Cricket Wireless, Verizon Wireless, T-Mobile, Sprint, Boost Mobile, Metro by T-Mobile, Virgin Mobile USA. Carriers are not liable for delayed or undelivered messages.

 

Additional carriers may be added at any time. This service may not be available for all carriers.

Privacy

Access our privacy policy.

Contact Us

For questions related to our J.P. Morgan Wealth Management products or services, go to our Customer Service page for contact information.

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

The agreements entered into with J.P. Morgan Securities (JPMS), and corresponding disclosures provided with respect to the different products and services provided by JPMS (including our Form ADV disclosure brochure, if and when applicable), contain important information about the capacity in which we will be acting. You should read them all carefully. We encourage clients to speak to their J.P. Morgan Advisor regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.

Full terms and conditions (PDF).

The disclosures may be provided in the interactive electronic communication itself in close proximity to the testimonial or the disclosures may be made through a clearly marked hyperlink accompanying the testimonial using language such as “important testimonial information,” provided of course that the testimonial is not false, misleading, exaggerated or promissory.

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 Chase Bank N.A., Member FDIC Not a commitment to lend. All extensions of credit are subject to credit approval.

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.

Please read additional Important Information in conjunction with these pages.

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.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

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