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On your terms.

Together, we can help define your priorities for today and help you build a better tomorrow for you and your family.

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Here’s how we can work together

Invest on your own

Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote ¹Opens overlay

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Learn about Self-Directed Investing

Invest on your own

Build your investment portfolio on your own with unlimited $0 commission online trades. Footnote ¹Opens overlay

Open an account, to invest on your own

Learn about Self-Directed Investing

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

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Learn about advisor services

Invest with our advisors

Work 1:1 with a J.P. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.

Connect now, to Invest with our advisors

Learn about advisor services

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Why invest with us?

Trusted guidance

Get access to market research and the collective expertise of our specialists, backed by the strength and security of a global investing leader.

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Human connection

Partner with experienced advisors and get ongoing guidance via phone, video, or in-person at your local Chase branch or J.P. Morgan office.

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Invest your way

Whether you’re new to investing or have years of experience, we offer a range of services to support you as your financial needs evolve over time.

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All-in-one access

Manage, move, and transfer funds between your J.P. Morgan investment and Chase banking accounts in the Chase Mobile^® app or at chase.com.

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Unlimited commission-free online trades

When you open and fund a J.P. Morgan Self-Directed Investing account (retirement or general investing) with qualifying new money by 01/23/2025. Options contract and other fees may apply.

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#1 Digital Experience for Wealth Management Self-Directed Investor Satisfaction

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Plan for retirement

Whatever you’re looking forward to—more time for family, travel, or pursuing your passions—we can work together to help you prepare for what comes next.

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Pay for college

From 529 plans to financial aid, we’ll help you understand the saving and investment options for you and your family.

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Build a lasting legacy

Let’s work together to create a holistic strategy to help you meet your short- and long-term goals, from buying a home to estate planning and philanthropy.

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Meet Wealth Plan

Our award-winning J.P. Morgan Wealth Plan^® makes it easy to set and track your financial goals and offers personalized insights to guide you, every step of the way.

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