Financial planning and advice that’s built around you
Personalized financial 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 an expert-built portfolio with automated tax-smart technology, and receive ongoing advice and annual check-ins to ensure your plan is on track.
Team of advisors
Our team of advisors will always act in your best interest so you can be confident that any advisor you work with is committed to prioritizing your financial goals.
Holistic view
Manage all of your banking, investing and borrowing, and conveniently transfer money online and in the Chase Mobile® app.
It's simple to get started with our trusted advisors
By providing your mobile number, you are giving permission to be contacted at that number about your investment contact form. Your consent allows the use of text messages, artificial or prerecorded voice messages, and automatic dialing technology for informational and account service, but not for sales or telemarketing. Message and data rates may apply, message frequency varies. You can opt out of receiving messages at any time by texting STOP or you can text HELP for more info. Terms and Conditions & Privacy Policy.
*All form fields required
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.
What happens after I submit the form?
- A J.P. Morgan team member will call you shortly.
- Next, we’ll discuss your needs, find the right financial advice program that best fits your goals and build your financial plan.
Here's how we will work together
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 full financial picture, risk tolerance and time horizon, we’ll recommend a professionally designed investment portfolio that can help meet your needs.
We'll help you make your money work harder
Our tax-loss harvesting technology helps you make tax-smart decisions automatically to potentially keep more of your returns with no added effort and no additional charge.
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.
Explore more ways to invest
We offer other investing services in addition to J.P. Morgan Personal Advisors.
INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing
- Build an investment portfolio on your own
- Access to thousands of investments
- Get unlimited $0 commission online trades
INVEST ON YOUR OWN J.P. Morgan
Self-Directed Investing
- Build an investment portfolio on your own
- Access to thousands of investments
- Get unlimited $0 commission online trades
WORK ONE-ON-ONE WITH AN ADVISOR J.P. Morgan
Private Client Advisor
- Work 1:1 with a dedicated advisor in your community
- Receive a custom investment strategy
- Get unlimited financial advice and strategic guidance
WORK ONE-ON-ONE WITH AN ADVISOR J.P. Morgan
Private Client Advisor
- Work 1:1 with a dedicated advisor in your community
- Receive a custom investment strategy
- Get unlimited financial advice and strategic guidance
Frequently asked questions
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.
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.
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. An advisor will build an investment strategy for you and apply strategies, like tax-loss harvesting, to your investments.
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.
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.
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 Advisor allows you to work one-on-one with an advisor in your local community to build a custom investment strategy.
Personal Advisors’ tax-loss harvesting technology automatically sells investments at a loss and uses those losses to offset gains to help you potentially keep more of your investment returns. Learn more.
Award-winning experience
#1 in Wealth Management Digital Experience for Advised Investors
Most Awarded Wealth Management Digital Experience for Investor Satisfaction — J.D. Power
