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JP Morgan Advisors

Get a personalized strategy built around you

Get a free investment check-up and see where you are on your path toward your goals.

Call 1-800-969-1651 to speak with a JP Morgan team member from Mon‒Fri 9am‒6pm ET.

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Have a JP Morgan team member contact you.

A more personal planning process

Your JP Morgan Advisor gets to know you and your family — from big goals to small details — so we can create a flexible strategy that helps you get to where you want to go.

A holistic approach to your finances

We consider your full financial picture and translate your unique investing, banking and lending needs into a strategy that reflects what's most important to you.

Expertise for your investments

With exclusive access to JP Morgan's research and commentary, your advisor is here to help you navigate change — in both the markets and your priorities.

This is what you can expect when you work with a JP Morgan Advisor.

This is what you can expect when you work with a J.P. Morgan Advisor.
  • A personalized investment strategy for your unique priorities.
  • Regular meetings to update your portfolio as your life and priorities change.
  • Updates on market, economic trends and portfolio opportunities.
  • Access to specialists for complex needs, like estate planning or liquidity events.
  • Advice when you need it — over the phone, by video chat, at your local branch or J.P. Morgan office.
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When it comes to meeting your goals, we focus on you — not just your finances.

We start by listening.

We start by listening.

Your goals are at the center of our process. With our Goals-Based Analysis1, we help you understand the current probability of reaching your goals and how to move forward.

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What we'll consider

YOUR CURRENT SITUATION

We get to know you and your family, your lifestyle and your expectations.

Your short- andlong-term goals

We'll cover your wants, your needs and your timeline to help you prioritize.

Your financial assetsand liabilities

We'll get clear on where you stand and what you can expect in the future.

Retirement Fund 401K, Roth IRA
Education Fund 529 plan, ESA
Real Estate Investment REITs, ETFs, Mutual funds
Liquid Savings Money market, High-yield savings
Charitable Giving DAFs, Charitable trust

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Your strategy is uniquely yours.

Together, we'll discuss how to allocate your money across your goals to create your personalized investment strategy, drawing on JP Morgan Research2 and expertise.

Together, we navigate change.

You can count on your advisor to explain how certain life events and market cycles might affect your path forward — and help you adjust your strategy to stay on track

Your Goals-Based StrategyEvolves with You

Navigate: Healthcare costs, market fluctuations, Inheritance, Early retirement

Barron’s

Top 100 Advisor

Forbes

Top Women AdvisorList Nationally

Barron’s

Top 50 Teams

We're recognized for our expertise.

These are just a few of the accolades our advisors received in 2020 for being exceptional. Let's talk about how we can help you reach your goals.

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We also offer strategies for more complex financial needs.

Seize new opportunities and make the most of your assets with the help of highly specialized teams supported by JP Morgan's global expertise.

LEARN ABOUT JP Morgan Wealth partners

Learn from our expertise

Browse the latest commentary, news, and education from JP Morgan specialists to help you make the most of your investments.

Subscribe for market commentary

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Still have questions?

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You can open a J.P. Morgan Self-Directed Investing account and start trading with as little as $1. Apply now.

To open a J.P. Morgan Automated Investing account, you need to deposit at least $500 so we can create a diversified portfolio that fits your goals. Apply now.

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

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