J.P.Morgan Wealth Management Get Started

Welcome to a more personal way to think about your wealth

Your goals guide how we work.

Expert Guidance

Tap into J.P. Morgan Research for help adapting your investment approach to changes in the markets and in your life.

A Personal Connection

Work with a J.P. Morgan Advisor to develop a personalized strategy to help you meet your most important goals. They’re available by phone, video chat, at your local Chase branch or J.P. Morgan office.


Get straightforward pricing designed to keep more of your money invested toward your priorities.

Convenience and Control

Securely access all of your J.P. Morgan investment and Chase banking accounts anywhere, anytime on our award-winning Chase Mobile app®2 or at Chase.com.

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 on your own

With J.P. Morgan Self-Directed Investing, make unlimited $0 online trades1 securely through the Chase Mobile® app2 or at Chase.com.

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Invest with our robo-advisor

With J.P. Morgan Automated Investing, you get professionally designed, low-cost portfolios, dynamically adjusted with our technology.

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Stay informed with our award-winning research.

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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 time4.

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.

Learn about retirement planning

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.

Learn about education planning

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.

Learn about wealth planning

The Power of Compound Interest

Assuming a 6% return, investing just $200/month from ages 25 to 65 could net a portfolio worth $393,7005.

Assuming a 6% return, investing just $200/month from age 35 to 65 could net a portfolio worth $201,1005.

Assuming a 6% return, investing just $200/month from age 25 to 35 could net a portfolio worth $192,6005.

Assuming a 2% return, investing just $200/month from age 25 to 65 could net a portfolio worth $147,9005.

25 y/o 35 45 55 65


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.6.


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 flows4.

Morgan Wealth Management 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

Learn more about our firm and investment professionals at Finra Brokercheck.