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 * Investment Planning
    * Investing Goals Overview
   
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      Ways to Invest




J.P. MORGAN PRIVATE CLIENT ADVISORYOUR DEDICATED ADVISOR, RIGHT IN YOUR
COMMUNITY

Partner one-on-one with a J.P. Morgan Private Client Advisor to build a
personalized strategy based on what's most important to you.

To set up your free one-on-one investment consultation, call 1-800-969-1734 to
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.


Connect now
Call 1-800-969-1734




ONGOING GUIDANCE TAILORED TO YOUR NEEDS


DEDICATED ADVISOR



Work one-on-one with an advisor who’s committed to understanding your needs and
helping you reach your goals.


CUSTOM PORTFOLIO



Access a range of managed, brokerage and insurance products to build your custom
investment portfolio.


OPEN CONVERSATION



Your advisor can provide ongoing financial advice on how your portfolio can
adapt to the changes in the market, your life and your goals.


TRUSTED EXPERTISE



With exclusive access to J.P. Morgan’s market research and insights, your
advisor can help you navigate life changes.






HERE’S HOW A PRIVATE CLIENT ADVISOR CAN HELP YOU MAKE THE MOST OF YOUR MONEY




CONNECT ON YOUR TERMS

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Work with your dedicated J.P. Morgan Private Client Advisor face-to-face in your
local branch or via phone or video chat—it's your choice.

Connect now, by filling Advisor contact form




GET MORE FROM PERSONALIZED ADVICE

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Your dedicated advisor takes the time to get to know you, your family and your
finances to better understand your goals—now and in the future.





FOCUS ON YOUR GOALS

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Your Private Client Advisor will help you prioritize your goals and design a
custom portfolio that reflects what's important to you, backed by J.P. Morgan’s
market research and trusted expertise.





MAKE INFORMED DECISIONS

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You can count on your advisor to help explain how life events and market trends
might affect your path forward, and help you adjust your strategy and portfolio,
every step of the way.





COLLABORATE ONLINE

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Our award-winning Footnote 1Opens overlay J.P. Morgan Wealth Plan℠ Footnote
2Opens overlay 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.

Learn more, about Wealth PlanSign into Wealth Plan




J.P. MORGAN PRIVATE CLIENT ADVISOR PRICING

When you open a full-service managed or brokerage account with us, you get
one-on-one advice and guidance from your dedicated Private Client Advisor.

See Private Client Advisor pricing



GET YOUR FREE ONE-ON-ONE INVESTMENT CONSULTATION

To get started, call 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.


Connect now
Call 1-800-969-1734



FREQUENTLY ASKED QUESTIONS




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WHAT CAN I EXPECT DURING MY FIRST MEETING WITH MY ADVISOR?

During your first meeting, your dedicated advisor will take the time to get to
know you and your priorities, understand your goals and begin developing your
personalized financial strategy.

--------------------------------------------------------------------------------

HOW DO I KNOW WHAT INVESTMENT STRATEGY IS RIGHT FOR ME?

Your dedicated advisor takes the time to get to know your priorities—from big
goals to small details—and create a personalized financial strategy tailored to
where you are now, and what you want to achieve in the future. Once we
understand your full 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?

Your dedicated advisor will proactively reach out regularly to revisit your
strategy to ensure you stay on track through shifting markets, changing
priorities and life’s milestones. You can also schedule a meeting and we’ll make
the necessary adjustments to your strategy to help meet your new goals.

--------------------------------------------------------------------------------

WHAT FEES ARE ASSOCIATED WITH A PRIVATE CLIENT ADVISOR ACCOUNT?

Please review our Private Client Advisor pricing page for additional details.

--------------------------------------------------------------------------------

WHAT IS THE DIFFERENCE BETWEEN J.P. MORGAN PRIVATE CLIENT ADVISOR AND PERSONAL
ADVISORS?

A J.P. Morgan Private Client Advisor works with you one on one in your local
community to build a custom investment strategy. With J.P. Morgan Personal
Advisors, you'll have access to a team of advisors over the phone or video and
will be matched to expert-built portfolios designed to help you meet your goals.

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SHARPEN YOUR KNOWLEDGE WITH THE LATEST NEWS AND MARKET COMMENTARY

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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.

SubscribeRead the latest, news and market commentary




EXPLORE MORE WAYS TO INVEST


INVEST ON YOUR OWN J.P. MORGAN
SELF-DIRECTED INVESTING

Build your investment portfolio on your own with unlimited $0 commission online
trades. Footnote 3Opens overlay

Open an account
Learn about Self-Directed Investing


INVEST ON YOUR OWN J.P. MORGAN
SELF-DIRECTED INVESTING

Build your investment portfolio on your own with unlimited $0 commission online
trades. Footnote 3Opens overlay

Open an account
Learn about Self-Directed Investing




WORK WITH OUR TEAM OF ADVISORSJ.P. MORGAN
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.

Connect now, by filling Personal Advisors form
Learn about Personal Advisors


WORK WITH OUR TEAM OF ADVISORSJ.P. MORGAN
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.

Connect now, by filling Personal Advisors form
Learn about Personal Advisors



Footnote1

StockBrokers.com Annual Awards winners (Published 23 January 2024) are selected
by StockBrokers.com’s editorial team, who evaluated the nominations based on
measurable, data-driven criteria. Companies do not pay a fee to be considered
for the awards. Study conducted between [September 2023 - November 2023]. For
more information, visit https://www.stockbrokers.com/how-we-test, Opens overlay.

Footnote2

IMPORTANT: The projections or other information generated by Wealth Plan
regarding the likelihood of various investment outcomes are hypothetical in
nature, do not reflect actual investment results and are not guarantees of
future results. Results may vary with each use and over time.

Footnote3

Commission-free online trades apply to trading in U.S.-listed stocks,
exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65
per-contract fee. Sales are subject to a regulatory transaction fee of between
$0.01 and $0.03 per $1,000 of principal. There are costs associated with owning
certain investments, including mutual funds and ETFs. Offer terms and pricing
are subject to change and/or termination. Other fees and restrictions (including
account types) apply. See chase.com/online-investing-pricing for terms and
conditions.

LEARN MORE, Opens overlay 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.

Investing involves market risk, including possible loss of principal, and there
is no guarantee that investment objectives will be achieved. Past performance is
not a guarantee of future results.

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 personal tax, legal and accounting
advisors for advice before engaging in any transaction.

Asset allocation/diversification does not guarantee a profit or protect against
a loss.

Bank deposit accounts, such as checking and savings, may be subject to approval,
credit card and home lending products are offered by JP Morgan Chase Bank N.A.
Member FDIC.

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.


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 adviser, member FINRA, opens
overlay and SIPC, opens overlay. Insurance products 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




PLANNING AND INVESTMENTS

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Whether you choose to work with an advisor and develop a financial strategy or
invest online, J.P. Morgan offers insights, expertise and tools to help you
reach your goals.


J.P. MORGAN PRIVATE CLIENT ADVISOR

--------------------------------------------------------------------------------

A J.P.Morgan Private Client Advisor works with you to understand you and your
family’s goals to help create a customized strategy to help you plan for
tomorrow, today.


J.P. MORGAN ONLINE INVESTING

--------------------------------------------------------------------------------

Easily research, trade and manage your investments online all conveniently on
chase.com and on the Chase Mobile® app. J.P Morgan online investing is the easy,
smart and low-cost way to invest online. Check here for the latest J.P.Morgan
online investing offers, promotions, and coupons.


J.P. MORGAN 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.


RETIREMENT PLANNING

--------------------------------------------------------------------------------

Whether you prefer to independently manage your retirement planning or work with
an advisor to create a personalized strategy, we can help. Rollover your account
from your previous employer and compare the benefits of Brokerage, Traditional
IRA and Roth IRA accounts to decide which is right for you.


EDUCATION PLANNING

--------------------------------------------------------------------------------

Funding for education can come from any combination of options and a J.P. Morgan
Advisor can help you understand the benefits and disadvantages of each one.
Compare between 529 Plans, custodial accounts, financial aid and other education
options to help meet your goals.


CHASE PRIVATE CLIENT

--------------------------------------------------------------------------------

Get more from a personalized relationship with a dedicated banker to manage your
everyday banking needs. Plus, you'll have access to a J.P. Morgan Private Client
Advisor who will help develop a personalized investment strategy to meet your
evolving needs. Contact your nearest branch and let us help you reach your
goals.


THE KNOW

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Get relevant tips and viewpoints to help you make smart investment decisions,
powered by the expertise of J.P.Morgan.


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a wholly-owned subsidiary of JPMorgan Chase & Co.

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