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The strength of a global powerhouse

For over 200 years, J.P. Morgan has been dedicated to empowering you with the information you need to grow your wealth. When you’re ready to invest in your future, the answer is J.P. Morgan Wealth Management.

Why invest with J.P. Morgan
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Partner with a global leader who puts your needs first

Personalized experience

Invest on your own or work with an advisor—we have the products and technology to help you grow your wealth.

Tailored financial advice

Work 1:1 with an advisor who gets to know you, your family and your goals to design a personalized financial strategy.

All-in-one access

With the combined power of J.P. Morgan and Chase, you can conveniently grow and manage your wealth, all in one place.

Trusted expertise

Access exclusive J.P. Morgan research to help you stay up to date on market trends.

Watch and learn how you can invest with us

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Advice that’s built around you

Partner with a J.P. Morgan advisor to get a personalized financial strategy and investment portfolio built around your unique goals.

Learn about advisor services

Investing on your own, made easy

Access thousands of investments, commission-free online trades and powerful tools to help your navigate the markets on your own.

Learn about Self-Directed Investing

Resources to help you navigate every opportunity

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Plan with our digital money coach

J.P. Morgan Wealth Plan® makes it easier to see your full financial picture and prioritize your financial goals so you can create a plan to achieve them.

Learn about Wealth Plan
Learn about Wealth Plan

Make the most of your retirement

Whatever stage you’re at in your planning, we’re here to help you prepare for what comes next.

Use retirement calculators to make the most of your retirement
Use retirement calculators

Powerful digital tools

We make it easy to instantly transfer money to and from your investment accounts, use watchlists to track stock performance, search for prospective investments that fit your criteria and much more.

See our digital capabilities
See our digital capabilities

Tailored financial advice from trusted advisors

Work with a J.P. Morgan advisor to plan, track and adjust the strategy for your long-term goals. Collaborate using our digital money coach, J.P. Morgan Wealth Plan®, and schedule meetings in the Chase Mobile® app or at chase.com.

Here’s how we can work together

Invest on your own

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

 

 

Open an account, to invest on your own
Learn about Self-Directed Investing

Invest on your own

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

 

 

Open an account, to invest on your own
Learn about Self-Directed Investing

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

 

Connect now, to Invest with our advisors
Learn about advisor services

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

 

Connect now, to Invest with our advisors
Learn about advisor services

Compare ways to invest

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.

Images on the page are hypothetical and for informational purposes only. Screen images are simulated.

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.

Chase Mobile® app is available for select mobile devices. Enroll in Chase Online℠ or on the Chase Mobile® app. Message and data rates may apply.

Bank deposit accounts, such as checking and savings, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

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.

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

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.

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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JPMorgan Chase & Co.