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Welcome to a more personal way to think about your wealth.

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.

Free Trades, Real Value

Get more value from your investments with commission-free1 online trades with You Invest Trade and low management fees2 with You Invest Portfolios.

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.

Connect now

Trade online for free.

Research and manage your investments with unlimited commission-free1 online stock, ETF and options4 trades. No minimum to start.

Open an Account

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.

Open an Account

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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

Chase Mobile® app ranked #1 among wealth management apps

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.

Start reading

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.

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 $393,7006.

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.

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.8.


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.

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.