Your goals guide how we work.
A Personal Connection
Work with an advisor to develop a personalized strategy that can help you meet your most important goals. They're available by phone, video chat, at your local Chase branch or J.P. Morgan Office.
Expert Guidance
With JP Morgan global research and over 200 years of extensive investment experience, we can help adapt your strategy to match changes in your life, your investments, and the markets.
Convenience and Control
View and manage your investing and banking accounts, all in one place, through the Chase Mobile app®5 or online.
Here's how we can work together.
Work with a JP Morgan Advisor.
Work one-on-one with a dedicated advisor who will help you design an investment strategy for you and your family's goals.
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Trade online for free.
Research and manage your investments with unlimited commission-free1 online stock, ETF and options4 trades. No minimum to start.
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Invest with our robo-advisor.
Have your portfolio managed with the expertise and technology of JP Morgan, and monitored by our team of specialists to help keep you on track.
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Chase Mobile® app ranked #1 among wealth management apps
Chase Mobile® app is ranked best in customer satisfaction
for wealth management mobile apps by JD Power.3
Stay informed with our award-winning research.
Our award-winning analysts provide comprehensive market research. Browse the latest insights to help you make informed investment decisions.
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Market Performance Over Time
In 22 of the last 40 years, the market dipped by double digits — but still ended the year in positive returns 75% of the time6.
Whether you're new to investing or have years of experience, we have a strategy for you.
Whatever you're looking forward to — like more time for family, travel or pursuing a lifelong passion — we'll help you define what you want and how to make it happen.
You can pay for school in a number of ways, from investing to financial aid. We'll help you understand your options and what's best for your family.
We'll help you put a thoughtful strategy in place so you can meet each of your short- and long-term goals, from growing your wealth to estate planning.
The Power of Compound Interest
Assuming a 6% return, investing just $200/month from ages 25 to 65 could net a portfolio worth $393,7006.
Assuming a 6% return, investing just $200/month from age 35 to 65 could net a portfolio worth $201,1006.
Assuming a 6% return, investing just $200/month from age 25 to 35 could net a portfolio worth $192,6006.
Assuming a 2% return, investing just $200/month from age 25 to 65 could net a portfolio worth $147,9006.
87K
Here's how much more you could save for college if you start setting aside $500/month when your child is born, compared to starting at age six.8.
6/10
Across the market, six of the best 10 days occurred within two weeks of the 10 worst days. As you’re saving, just remember: the market ebbs and flows6.
FROM OUR CLIENTS
“Our team didn't help us dream bigger. They helped us see that our big dreams were attainable.” †
Mark & Rise
JP Morgan Wealth Management Clients