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 investing goals.

Inside this Guide, you will find information to help you understand our investment services and brokerage products so that you can choose what work best for you. We 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 (“Financial 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.

JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co.

Investment products (including mutual funds) are not bank deposits and are not insured by the Federal Deposit Insurance Corporation (“FDIC”) or any other agency of the United States, nor are they obligations of, nor insured or guaranteed by, JPMCB. Investment products (including mutual funds) are subject to investment risks, including the possible loss of the principal amount invested.