JPMS offers a broad range of investments and other services to help you and other clients meet their needs, whether it’s saving for retirement, a major purchase or education. We can help you create an integrated and comprehensive strategy on your terms through your J.P. Morgan investment account.
Who We Serve
We provide brokerage services and investment advisory services to retail clients in a number of ways, depending on their individual circumstances and how they prefer to engage with us. This includes working with an advisor located in a Chase branch, online or with a team of phone-based Financial Consultants.
To open an account you must have a valid U.S. residential address, a Social Security or taxpayer identification number and be a U.S citizen or resident alien. In most states, a trust, corporation, non-profit or government entity can also open an account. Some account types may not be available for all clients.
We may ask you to provide certain documentation when you open your account, and from time to time thereafter, to maintain our relationship.
How We Serve You
Our clients can receive a personalized investment strategy that evolves over time. We put the needs of our clients first, and it’s the foundation of our business as we work to understand our clients’ needs, offer informed advice and execute strategies to generate appropriate returns within their risk profile.
When you work with an advisor, they are available to provide personalized advice or other investment guidance (depending on the type of account you open). Among other things, at your request, they can: