Personalized planning
Partner with an advisor to build a strategy based on what's important to you—whether that's paying off debt, early retirement or saving for a purchase.
Advice when you need it
Get matched to expert-built portfolios, and receive ongoing advice and annual check-ins to ensure your plan is on track.
Team of advisors
Our team of advisors act as fiduciaries so you can be confident that any advisor you work with has your best interest at heart.
Holistic view
Manage all of your banking, investing and borrowing, and conveniently transfer money online and in the Chase Mobile® app.
Get started today
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Click “continue” once to have a J.P. Morgan team member contact you. J.P. Morgan Personal Advisors clients generally have $25,000 or more in investable assets.
We’ll get to know you
We take time to get to know your priorities—from big goals to small goals—and create a personalized financial plan tailored to where you are and what you want to achieve in the future.
Then, we’ll help match you to the right portfolio
Once we understand your financial picture, risk tolerance and time horizon, we’ll recommend a professionally designed investment portfolio that can help meet your needs.
We’ll help keep you on track
Our technology will automatically rebalance your portfolio as the market shifts, and you can check in with an advisor by phone or video to update your plan and get ongoing advice.
And we’ll collaborate online
Our award-winning J.P. Morgan Wealth Plan℠ allows you to track your progress in real time and work with your advisor(s) to adjust your financial strategy as your goals change. You can even schedule a meeting in the Chase Mobile® app or at chase.com.
Watch how you can work with our team of financial advisors
Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert-built portfolios and provide ongoing advice via video or phone.
Clear, straightforward fees
Move the slider to estimate your advisory fee.
- currentInvest from $25,000 to $249,999:0.6% annual fee
- Invest over $250,000:0.5% annual fee
Move the slider to estimate your advisory fee.
year
Annual advisory fees do not include operating expenses on the investments in your portfolio—fees similar to what you would pay if you invested on your own.
Get your free one-on-one investment consultation
Speak with a J.P. Morgan team member to get started.
The 2024 FinTech Breakthrough Awards named J.P. Morgan Personal Advisors the Best Wealth Management Platform.
The 2024 FinTech Breakthrough Awards named J.P. Morgan Personal Advisors the Best Wealth Management Platform.
Wealth Plan received the Best Digital Initiative and Best Use of Technology in Wealth Management in the 2023 Banking Tech USA Awards.
Wealth Plan received the Best Digital Initiative and Best Use of Technology in Wealth Management in the 2023 Banking Tech USA Awards.
During your first meeting, an advisor will take the time to get to know you and your priorities, understand your goals and begin to develop your personalized financial plan.
You'll be matched with an advisor to help you with the account setup process; once your account is created, you may work with a different advisor in future meetings. Our team of advisors act as fiduciaries, meaning no matter who you work with, you can be confident that all our advisors have your best interests at heart.
Depending on your investment amount, you'll pay an annual fee between 0.6% and 0.5% of the assets in your account. Annual advisory fees don’t include operating expenses on the investments in your portfolio, which are fees similar to what you would pay if you invested on your own.
Our advisors take the time to get to know your priorities—from big goals to small goals—and create a personalized financial plan tailored to where you are now, and what you want to achieve in the future. Once we understand your financial picture, risk tolerance and time horizon, we'll recommend expert-built investment portfolios that help meet your needs.
As life changes, so will your financial goals. Simply schedule a meeting with one of our advisors, and we’ll make the necessary adjustments to your strategy to help meet your new goals.
Personal Advisors gives you access to a team of fiduciary advisors who will work to help you create a personalized financial plan to achieve your goals. Then, you'll be matched to expert-built portfolios and will receive ongoing advice from our J.P. Morgan team members over video or phone—all for an annual fee of 0.6% or less. Your account also unlocks industry insights and exclusive research from J.P. Morgan specialists to help you make the most of your account.
With J.P. Morgan Personal Advisors, you'll have access to a team of advisors and you’ll be matched to expert-built portfolios designed to help you meet your goals. J.P. Morgan Private Client Advisors allows you to work one-on-one with an advisor in your local community to build a custom investment strategy.
Our advisors will take you through the account setup process at a pace that's right for you. Together we'll build your personalized financial plan, and decide which portfolios are right for you. Then you'll submit your account application to start funding. This process can take anywhere from 2 to 3 meetings.
Sharpen your knowledge with the latest news and market commentary
Tap into the latest news and subscribe for market commentary and analysis from J.P. Morgan specialists to help you plan your investment strategy and learn about opportunities.
Self-Directed Investing
Build your investment portfolio on your own with unlimited $0 commission online trades.
Self-Directed Investing
Build your investment portfolio on your own with unlimited $0 commission online trades.
Private Client Advisor
Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.
Private Client Advisor
Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.