Chase

J.P. Morgan Private Client Advisors offer one-on-one guidance and custom investment strategies. Through Chase, J.P. Morgan also provides financial planning for individuals and families, with advice shaped around personal goals and circumstances. Advisors can help clients choose investments, plan for retirement, and navigate changes to their plans. Personal Advisors work with clients by video or phone, while Private Client Advisors provide dedicated local guidance. The service also offers ongoing financial advice and portfolio support. Chase describes a holistic approach that brings banking, investing, and borrowing together, with account management available through its mobile app and website. Advisor fees depend on the services and products selected. Investment advisory options have stated minimum investment amounts, which vary by offering.