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.
- 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.
When it comes to meeting your goals, we focus on you — not just your finances.
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.
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 J2 and expertise.P Morgan Research
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
Top 100 Advisor
Top Women AdvisorList Nationally
Top 50 Teams
Learn from our expertise
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Still have questions?
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.