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Chase

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Brand

Chase 7 locations · 5 cities

Category
Financial Services
Headquarters
United States
Website
chase.com
Locations listed
7 in Brooklyn, Chicago, Tucson, Sacramento, Newark
Recognition
Listed

About this location: 230 W Grand Ave, 60654-7838

J.P. Morgan Personal Advisors provide financial planning and investment portfolios tailored to individual goals. Advisors work with clients by video or phone, offering portfolio matching, ongoing advice, and annual check-ins. The service has a $25,000 minimum investment. For clients seeking one-on-one guidance, a J.P. Morgan Private Client Advisor offers a custom investment strategy and continuing financial advice, with a $100,000 minimum investment. Chase also brings banking, investing, and borrowing together, with money transfers available through its mobile app or website. Its advisors can help clients plan for retirement and consider a range of investment options. Financial advice and investment services are part of the broader Chase banking business serving customers in Chicago.

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Chase

Photos: Wikimedia Commons. Missvain, CC BY 4.0; Phillip Pessar, CC BY 2.0; Billy Hathorn, CC BY-SA 3.0; Mysterymanblue, CC0; User:TonyTheTiger, CC BY-SA 3.0. Shown to help you recognise Chase; not provided by the business.

Highlights

Financial planning

Advisors develop strategies around clients' goals.

Investment portfolios

Portfolio options are matched to financial goals.

Retirement planning

Advisors help create an actionable retirement plan.

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