Find all the J.P. Morgan Personal Advisors promotions & bonuses here.

Update 6/18/24: Connecting with J.P. Morgan Personal Advisors is a great option if you need advice financial planning,

J.P. Morgan Personal Advisors Summary

• Connect with a J.P. Morgan team member to schedule a free financial planning session. Call 833-930-4515 or fill out our contact form and we’ll be in touch.
• 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.
• 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 on the Chase Mobile® app.
• Once we understand your financial picture, risk tolerance and time horizon, we’ll recommend a professionally designed investment portfolio that meets your needs and automatically rebalances as the market shifts.
• Partner with an advisor to build a personalized financial plan based on what’s important to you—whether that’s paying off debt, opening a business or saving for a big purchase.

Author’s Verdict

Investing for your future is a great way to get ahead, so if you’re looking for an advisor for expert-built portfolios, J.P. Morgan Personal Advisors is a great candidate to get started.

In addition, you may consider opening a J.P. Morgan Self-Directed Investing account to start investing.

Find a full list of the latest brokerage promotions in addition to the latest banking offers from Chase Bank.

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (“J.P. Morgan”), a registered broker dealer and investment adviser, member FINRA and SIPC. BankDealGuy is a publisher of J.P. Morgan, (“Publisher”). The Publisher will receive compensation from J.P. Morgan if you provide contact details to speak with a J.P. Morgan representative. Compensation paid to the Publisher will be up to $500 per completed contact form. Compensation provides an incentive for the Publisher to endorse J.P. Morgan and therefore information, opinions, or referrals are subject to bias. J.P. Morgan and the Publisher are not under common ownership or otherwise related entities, and each are responsible for their own obligations. Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.