JP Morgan Advisors
Get a personalized strategy built around 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.
Insights for your investments
With exclusive access to JP Morgan's research and insights, 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.
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.
GET A FREE investment check-upWhat we'll consider
YOUR CURRENTSITUATION
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.
RetirementFund
EducationFund
Real EstateInvestment
LiquidSavings
CharitableGiving
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
Barron’s
Top 100 Advisor
Forbes
Top Women AdvisorList Nationally
Barron’s
Top 50 Teams
Access to award winning advisors
These are just a few of the accolades our advisors received in 2020. Let's talk about how we can help you reach your goals.
connect nowLearn from our expertise
Browse the latest research, articles and insights from JP Morgan specialists to help you make the most of your investments.
Still have questions?
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You can open a You Invest Trade account and start trading with as little as $1. Apply now.
To open a You Invest Portfolios 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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