Guide to Investment Services and Brokerage Products

Thank you for your interest in investing with J.P. Morgan.

We believe that our knowledge and experience, combined with our broad range of products and services, will provide the foundation to help you realize your investment goals.

Inside this Guide, you will find information to help you understand our investment services and brokerage products so that you can choose what works best for you. We will provide details on our products and services, as well as those we offer from third-party providers.

You will also learn about the compensation received by J.P. Morgan Securities LLC (JPMS), JPMorgan Chase Bank, N.A. (JPMCB) and their affiliates (collectively, J.P. Morgan), as well as the compensation that J.P. Morgan Advisors (advisors) reasonably expect to be paid from the sale of the products and for the services available through JPMS.    

We hope you find the Guide to be a useful resource.

The following links provide an overview of the information found in the guide. Click on a section title to see detailed information.

 

The information in the Guide to Investment Services and Brokerage Products is being provided in connection with requirements under the SEC’s Regulation Best Interest and is considered effective as of June 29, 2020.

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of 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. JPMS, CIA and J.P. Morgan Chase Bank, N.A. 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