J.P.Morgan Wealth Management Get Started

Investment planning

Investment planning and advice for your goals.

More Personalized planning

We get to know you — down to the smallest details — so we can create a custom strategy that adapts as your priorities and the market change over time.

Expertise to guide your way

With a strategy designed for you, informed by JP Morgan's leading research and insights, you can feel more confident in your financial future.

A holistic approach

With our full suite of JP Morgan investing and Chase banking products and services, you can conveniently grow and manage your wealth, all in one place.

Our approach is to put you first.

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Working one-on-one, we get to know you and your family by diving into the details so that we can help you define your investment priorities — short-term, long-term, big and small.

Writing down your goals makes you 33% more likely to achieve them.1
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Our goal is to get you to the “confidence zone.”2 We'll help you prioritize what's most important and develop a strategy to help you get there.

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We tap into JP Morgan's global research3 and extensive experience navigating evolving markets to adapt your strategy to changes in the market and in your life.

Writing down your goals makes you 33% more likely to achieve them.1

Investment planning for your life.

Retirement on your terms.

No matter where retirement is on the horizon, we'll work with you to design a retirement strategy that helps you make the most of life today — and sets you up for the future.

Learn about retirement planning

Education for their future.

There are many ways to pay for your family's education. We'll help you understand them, and see how they fit with your goals, so you can choose the right options for your family.

Learn about education planning

Strategies for your wealth.

Our wealth planning strategies take your short- and long-term goals into account, whether you're thinking about things like buying a home, philanthropy or estate planning.

Learn about wealth planning

Have something else in mind?

These are some of the many moments that we can help you navigate. Let's talk about how we can help you invest in your future.

New
home

Growing family

Travel

Starting a business

Long-term healthcare

Professional setbacks

Paying off debt

Divorce

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-free4 online stock, ETF and options5 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

Not sure where to begin?
Take the product finder quiz.

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

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