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We can help you take control of your finances with commission-free online trades, intuitive investing tools and a range of advisor services designed to meet your needs.

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Whether you want to invest on your own or work with an advisor, we have opportunities for every investor.

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INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing

WORK WITH OUR TEAM OF ADVISORS J.P. Morgan
Personal Advisors

WORK ONE-ON-ONE WITH AN ADVISOR J.P. Morgan
Private Client Advisor

I’m interested in… Building my investment portfolio on my own with unlimited $0 commission online trades. Footnote 1Opens overlay Working with a team of advisors who will create a personalized financial strategy and give ongoing fiduciary advice. Partnering 1:1 with a dedicated J.P. Morgan Advisor in my local community to create a personalized financial strategy and build a custom investment portfolio.
I want to… Manage my investments in the Chase Mobile® app or online with powerful tools to help me choose from thousands of investments. Work with J.P. Morgan financial advisors via video or phone who understand my goals and match me with an investment portfolio built and managed digitally. Work closely with a dedicated advisor and receive access to a wide range of managed, brokerage and insurance investment products curated to best fit my needs.
Types of investments

Thousands of investments

Choose from a wide range of stocks, ETFs, fixed income, mutual funds and options. Footnote 2Opens overlay Footnote 3Opens overlay

A range of portfolios

An advisor matches you to a range of portfolios built by J.P. Morgan experts based on your goals and when you want to reach them.

A portfolio built for you

Your advisor uses a range of managed, brokerage and insurance investment products to build you a unique portfolio based on your needs.
Preferred mortgage rate benefits Preferred Mortgage Rate Benefits Available. Preferred Mortgage Rate Benefits Available. Preferred Mortgage Rate Benefits Available.
I am looking to invest at least... $0 No minimum $25,000 Recommended investment $50,000 Recommended investment
Pricing $0 $0 Unlimited commissions on online stock, ETFs, and options trades 0.6% - 0.4% advisory fee descending based on assets under management Footnote 4Opens overlay Varies based on assets under management, asset allocation and account type. See details

INVEST ON YOUR OWN

J.P. Morgan Self-Directed Investing

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

WORK WITH OUR TEAM OF ADVISORS

J.P. Morgan Personal Advisors

Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice remotely.

WORK ONE-ON-ONE WITH AN ADVISOR

J.P. Morgan Private Client Advisor

Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.

Learn about Automated Investing

Compare Services

J.P. Morgan Self-Directed Investing

J.P. Morgan Personal Advisors

J.P. Morgan Private Client Advisor

I'm interested in...
Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote 1Opens overlay Working with a team of advisors who will create a personalized financial strategy and give ongoing fiduciary advice. Partnering 1:1 with a dedicated J.P. Morgan Advisor in my local community to create a personalized financial strategy and build a custom investment portfolio.
I want to...
Manage my investments in the Chase Mobile® app or online with powerful tools to help me choose from thousands of investments Work with J.P. Morgan financial advisors via video or phone who understand my goals and match me with an investment portfolio built and managed digitally. Work closely with a dedicated advisor and receive access to a wide range of managed, brokerage, and insurance investment products curated to best fit my needs.
Types of investments
Thousands of investments Choose from a wide range of stocks, ETFs, fixed income, mutual funds, and options. Footnote 2Opens overlay Footnote 3Opens overlay A range of portfolios An advisor matches you to a range of portfolios built by J.P. Morgan experts based on your goals and when you want to reach them. A portfolio built for you Your advisor uses a range of managed, brokerage and insurance investment products to build you a unique portfolio based on your needs.
Preferred mortgage rate benefits
Preferred Mortgage Rate Benefits Available. Preferred Mortgage Rate Benefits Available. Preferred Mortgage Rate Benefits Available.
I am looking to invest at least...
$0 No minimum $25,000 Recommended investment $50,000 Recommended investment
Pricing
$0 $0 Unlimited commissions on online stock, ETFs and options trades 0.6%-0.4% advisory fee descending based on assets under management Footnote 4Opens overlay Varies based on assets under management, asset allocation and account type. See details

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Budget, plan, save and invest with Wealth Plan

Introducing Wealth Plan, a digital money coach that tracks your progress in real time with personalized insights to guide you, every step of the way.

We also offer specialized services for substantial wealth

If you have complex financial needs, our advisors will work with you to build a sophisticated plan to maximize your assets.

Fund your account with easy transfers and rollovers

Roll over an account

Roll over qualified assets from a 401(k), IRA or other retirement accounts.

Transfer investments

Transfer stocks, ETFs, mutual funds or fixed income from an investment account.

Move cash or make a contribution

Move cash from a checking, savings or money market account, and more.

Strategies designed to support your financial goals

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.

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.

Pay for college

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

Pay for college

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

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.

Ready to start investing?

Open an account online to start investing on your own, or contact us to work with our advisors to build a personalized financial strategy.

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