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Wealth Management | J.P. Morgan
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Wealth Management | J.P. Morgan
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2022-05-06 20:39:30

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2022-05-06 20:39:30

Skip to main content Open Mobile MenuGet StartedInvestment Planning Investment Planning Retirement Education Wealth Planning J.P. Morgan Advisors J.P. Morgan Advisors J. P. Morgan Wealth Partners Online Investing Online Investing J.P. Morgan Self-Directed Investing J.P. Morgan Automated Investing Top Stories The Know Subscribe for Market Commentary Login Get Started Investment Planning Investment Planning Wherever you are in your financial journey, we'll help you stay on track. Retirement Prepare for your next chapter — and the lifestyle you've always wanted. Education Plan for college and find ways to pay that work well for your family. Wealth Planning Meet every short- and long-term goal, from buying a home to philanthropy. J.P. Morgan Advisors J.P. Morgan Advisors Get personal investment guidance from a dedicated advisor. J. P. Morgan Wealth Partners We also offer solutions for more complex financial needs. Online Investing Online Investing Discover online investing that fits your needs. J.P. Morgan Self-Directed Investing Build your portfolio on your terms with unlimited $0 online trades. J.P. Morgan Automated Investing Professionally designed portfolios, managed automatically by our robo-advisor. Top Stories The Know Your stop for the latest financial commentary, news, and education Subscribe for Market Commentary J.P. Morgan's exclusive commentary and news delivered to your inbox Login Get Started Close Navigation Menu Welcome to a more personal way to think about your wealthGet started Start working with a J.P.MorganAdvisor. connect now Explore ways to investonline. open an account Get market news andcommentary. continue Your goals guide how we work. Expert GuidanceTap into J.P. Morgan Research for help adapting your investment approach to changes in the markets and in your life. A Personal ConnectionWork with a J.P. Morgan Advisor to develop a personalized strategy to help you meet your most important goals. They’re available by phone, video chat, at your local Chase branch or J.P. Morgan office. TRANSPARENT PRICINGGet straightforward pricing designed to keep more of your money invested toward your priorities.Convenience and ControlSecurely access all of your J.P. Morgan investment and Chase banking accounts anywhere, anytime on our award-winning Chase Mobile app®2 or at Chase.com. Here's how we can work together. Work with a J.P.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 Learn about our advisors Trade on your own With J.P. Morgan Self-Directed Investing, make unlimited $0 online trades1 securely through the Chase Mobile® app2 or at Chase.com. Open an Account Learn about Self-Directed Investing Invest with our robo-advisor With J.P. Morgan Automated Investing, you get professionally designed, low-cost portfolios, dynamically adjusted with our technology. Open an Account Learn about Automated Investing Not sure where to begin? Take the product finder quiz. Stay informed with our award-winning research.Our analysts deliver comprehensive market research. Receive J.P. Morgan's exclusive commentary and news delivered to your inbox Sign up Market Performance Over Time In 22 of the last 40 years, the market dipped by double digits — but still ended the year in positive returns 75% of the time4. Whether you're new to investing or have years of experience, we have a strategy for you. Prepare for retirementWhatever you're looking forward to — like more time for family, travel or pursuing a lifelong passion — we'll help you define what you want and how to make it happen.Learn about retirement planning Meet your education goalsYou can pay for school in a number of ways, from investing to financial aid. We'll help you understand your options and what's best for your family.Learn about education planning Build a lasting legacyWe'll help you put a thoughtful strategy in place so you can meet each of your short- and long-term goals, from growing your wealth to estate planning.Learn about wealth planning The Power of Compound Interest 394K Assuming a 6% return, investing just $200/month from ages 25 to 65 could net a portfolio worth $393,7005. 201K Assuming a 6% return, investing just $200/month from age 35 to 65 could net a portfolio worth $201,1005. 193K Assuming a 6% return, investing just $200/month from age 25 to 35 could net a portfolio worth $192,6005. 148K Assuming a 2% return, investing just $200/month from age 25 to 65 could net a portfolio worth $147,9005. 25 y/o 35 45 55 65 87KHere's how much more you could save for college if you start setting aside $500/month when your child is born, compared to starting at age six.6. 6/10Across the market, six of the best 10 days occurred within two weeks of the 10 worst days. As you’re saving, just remember: the market ebbs and flows4. FROM OUR CLIENTS“Our team didn't help us dream bigger. They helped us see that our big dreams were attainable.” †Mark & RiseJ.P. Morgan Wealth Management Clients Ready to take the next step? Start working with a J.P.Morgan Advisor. Connect now Explore ways to invest online. Open an account You're now leaving J.P. Morgan × J.P. Morgan’s website and/or mobile terms, privacy and security policies don’t apply to the site or app you’re about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan isn’t responsible for (and doesn’t provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan name. Cancel Proceed 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. † Any testimonial presented is unpaid, may not be representative of the experience of other clients and is no guarantee of future performance or success. 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: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment Planning Investment Planning Retirement Education Wealth Planning J.P. Morgan Advisors J.P. Morgan Advisors Online Investing Online Investing Self-Directed Investing Automated Investing Top Stories The Know Get Started Connect with an advisor Open an Account Privacy Security Terms of Use Accessibility © 2022 JPMorgan Chase & Co.