Here's how we can work together
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 |
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| 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 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 | $100,000 Recommended investment |
| Pricing | $0 Unlimited $0 commission on online stock, ETF and options trades | 0.6%-0.5% 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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