J.P.Morgan Wealth Management Get Started

TOP STORIESTOP STORIES

Sharpen your understanding of the market — and the way you invest.

view all top stories

latest top stories

view all

Top Market Takeaways | 3 min read

Could inflation finally be peaking?

We unpack where things stand with inflation, our view, and what to do about it.

Ask the Professionals – Inclusive Investing

People are increasingly looking to invest in companies that do good for our world and our society. Read our take on aligning your portfolio with your personal values.

read the article

MARKET INSIGHTS

Volatility is real. It’s time to gauge your risk tolerance.

Read more
INVESTMENT STRATEGY

Mental accounting makes your money work for you

Read more
INVESTMENT STRATEGY

What is the metaverse and what does it mean for my finances?

Read more

our specialists

MEET THE TEAM

Jeanne Sun

General Manager of Inclusive Investing

Jeanne Sun is a Managing Director and the General Manager of Inclusive Investing for JP Morgan Wealth Management. In this role, she leads the strategy, design, and... Read more

Jacob Manoukian

Global Market Strategist, JP Morgan Private Bank

Jacob is a Global Market Strategist for JP Morgan Wealth Management, including the JP Morgan Private Bank, Chase Wealth Management, and JP Morgan Securities... Read more

Elyse Ausenbaugh

Client Advice and Strategy, JP Morgan

Elyse is a member of the Client Advice and Strategy team at JP Morgan which includes JP Morgan Private Bank, Chase Wealth Management, and JP Morgan... Read more

Wealth Planning

view more

planning | 2 min read

Present bias and why we should pay more attention to our future

Instead of thinking about the next six months or year, we should be thinking about the next six years or decade. Here’s how you can beat present bias.

Read more

Learn from our expertise

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

Explore our Top Stories

Corina Cavazos

Executive Director, Head of Goals-Based
Planning, U.S. Wealth Management

As our Head of Goals-Based Planning, Corina promotes practical strategies that help meet our client's most important financial matters.

view more

The Benefits of Compound Growth1

See how investing can help you reach both your short- and long-term goals.

With a 6% return, investing just $200/month from age 25 to 65 could net a portfolio worth $393,000.

25 y/o
65 y/o

Retirement

view more

Retirement | 4 min read

Retirement asset spring cleaning: It may be time to simplify and consolidate your retirement assets

If you have retirement assets in a previous employer’s plan or otherwise accumulated across multiple retirement accounts, some legwork and patience may go a long way to streamline your retirement savings. Learn more about consolidating your retirement assets.

Read more

Our Guide to Retirement

As you start to plan your own future, explore our team’s strategic take on retirement and the ever-shifting market.

explore the guide

Katherine Roy

Chief Retirement Strategist

Katherine and her team of JP Morgan specialists have focused on the retirement and income-related landscape for over 15 years.

view more

Protecting Your Assets as
You Near Retirement1

Shifting your portfolio to lower-risk investments, such as bonds, can help protect your savings.

insights retirement graph

Aggressive

20+ years
to retirement

Moderate

10 years
to retirement

Conservative

0 years
to retirement

Education

view more

education | 3 min read

How to invest consistently for your children’s education

529 plans have long been the popular choice for college savings. Learn about the tax advantages of 529s and their potential role in securing your children’s educational future.

Read more

Our Guide to Education

The education planning landscape is constantly changing. As you think about saving for college, explore our take on current trends.

explore the guide

Michael Conrath

Head of Education Savings,
JP Morgan Asset Management

Michael leads JP Morgan’s college savings and 529 plan business, bringing his team’s expertise to our clients’ strategies.

view more

Projected Cost of a Four-Year College Education2

Education costs are projected to rise—on average, tuition costs have increased by 6.3% every year.2

Private (in 2038)

Public (in 2038)

2020
2038

Ready to take the next step?

Start working with a JP Morgan Advisor.

Connect now

Explore ways to invest online.

Open an account

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

To learn more about J. P. Morgan's investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS (PDF) and Guide to Investment Services and Brokerage Products.

JPMorgan Chase and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Chase Mobile® app is available for select mobile devices. Enroll in Chase Online℠ or on the Chase Mobile® app. Message and data rates may apply.

Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Past performance is not a guarantee of future results.

Asset allocation/diversification does not guarantee a profit or protect against a loss.

Please review the JPMS and JPMIM disclosure brochures for additional important information regarding this program and its conflicts of interest

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

INVESTMENT AND INSURANCE PRODUCTS ARE: