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07 November, 2022

J.P. Morgan Wealth Management Launches Remote Advice

07 November, 2022

J.P. Morgan Wealth Management officially launched its remote advice business, J.P. Morgan Personal Advisors. As an introductory offer, the firm is waiving advisory fees for six months for anyone who signs up and funds an account. J.P. Morgan Personal Advisors clients will be able to speak with an advisor as frequently as they want by video or phone, receive a personalized financial plan and recommendations, and have access to expert-built investment portfolios. And because the service is integrated within the Chase ecosystem, clients can transfer money and manage all of their banking, investing and borrowing seamlessly online or on the Chase Mobile app. Licensed advisors will help clients build plans based on their short-term and long-term goals. With the addition of Personal Advisors, J.P. Morgan Wealth Management offers a full spectrum of ways for clients to plan and invest. They can invest online, in-person with an advisor in an office or at a local Chase branch and now, over video or on the phone.