Plan and Invest with Personal 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—with $0 in advisory fees for 6 months.

To get your free one–on–one financial planning session, speak to a J.P. Morgan team member Monday–Friday from 8 AM to 9 PM ET or fill out a form and we’ll contact you.Offer expires 7/30/2023.

Partner with an advisor to build a plan based on what's important to you—whether that's paying off debt, opening a business or saving for a big purchase.

Get matched to expert-built portfolios, and receive ongoing advice and annual check-ins to ensure your plan is on track.

Our team of advisors act as fiduciaries so you can be confident that any advisor you work with has your best interest at heart.

Manage all of your banking, investing and borrowing, and conveniently transfer money online and in the Chase Mobile® app.

J.P. Morgan Wealth Management ranked highest in Customer Satisfaction with Wealth Management Digital Experiences in the J.D. Power 2022 U.S. Wealth Management Digital Experience Study.

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.

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.

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.

You will use J.P. Morgan Wealth Plan℠, our new experience that helps track progress in real time, collaborate and schedule meetings with an advisor in the Chase Mobile® app and chase.com.

Connect with a J.P. Morgan team member to schedule a free financial planning session. Call 1-833-930-4504 or fill out our contact form and we’ll be in touch.

Work with an advisor to build your financial plan and submit an application to open an account.

Start investing in your future by moving money, transferring investments, or rolling over a retirement account.

Move the slider to estimate your advisory fee.

Move the slider to estimate your advisory fee.

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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.

To get started, speak with a J.P. Morgan team member Monday–Friday from 8 AM to 9 PM ET.

What can I expect during my first meeting with an advisor?

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.

How will I work with the team of advisors?

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.

What fees are associated with a Personal Advisors account?

Depending on your investment amount, you'll pay an annual fee between 0.6% and 0.4% 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.

How do I know what investment strategy is right for me?

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.

What happens if my goals or financial situation change?

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.

What do I get with a Personal Advisors account?

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.

What is the difference between Personal Advisors and J.P. Morgan Private Client Advisor?

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.

How long does it take to open an account?

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.

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Build your investment portfolio on your own with unlimited $0 commission online trades.

Build your investment portfolio on your own with unlimited $0 commission online trades.

Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.

Work 1:1 with a dedicated advisor in your local community to create a personalized financial strategy and build a custom investment portfolio.