Wealth Plan recognized by StockBrokers.com for bringing planning to J.P. Morgan Self-Directed Investing customers

J.P. Morgan Wealth Management’s Wealth Plan was named the #1 New Tool in StockBrokers.com’s 2024 Annual Awards, which recognize the best online brokerage and trading platforms. Wealth Plan is a free digital money coach that helps Chase customers, including those who invest on their own with J.P. Morgan Self-Directed Investing, plan, save and invest for their goals, all in one place.

J.P. Morgan was also named Best-in-Class in Bank Brokerages by StockBrokers.com for the third consecutive year. This category recognizes online brokerages that also offer excellent banking services.

Self-Directed Investing customers can use Wealth Plan on the Chase Mobile app or Chase.com to get a full view of their finances, including accounts outside of Chase, and set goals and get personalized step-by-step guidance to help reach them. They can also see how changes to spending or saving today could impact their financial future.

J.D. Power recently named J.P. Morgan Wealth Management the #1 Digital Experience for Wealth Management Self-Directed Investor Satisfaction.

“Planning is crucial for everyone, and even more for those who invest on their own as they need to keep their emotions in check,” said Sam Palmer, Head of Product and Experience at J.P. Morgan Wealth Management. “Having a digital money coach like Wealth Plan empowers our self-directed customers to feel more confident in the financial decisions they make.”

J.P. Morgan earned its highest marks from StockBrokers.com for Commissions & Fees, Ease of Use and Education. The Know, J.P. Morgan Wealth Management’s content hub, offers clients nearly 1,500 articles and videos online and on the Chase Mobile app. J.P. Morgan specialists share insights on investing, retirement, planning and markets to help readers navigate their financial lives, whether they’re considering starting to invest or are seasoned investors with complex planning needs. Clients can also access J.P. Morgan’s industry-leading research, according to Institutional Investor for the past four years, from the app.

J.P. Morgan Self-Directed Investing customers get unlimited $0 commission online trades and access to thousands of investments on the Chase Mobile app. New J.P. Morgan Self-Directed Investing clients can earn up to $700 when they open and fund an account with qualifying money.

“We’re investing in strengthening Self-Directed Investing, and Wealth Plan is a key feature for our customers,” said Paul Vienick, Head of Online Investing at J.P. Morgan Wealth Management. “Wealth Plan brings planning capabilities to self-directed customers who otherwise might not have a plan. It also highlights the seamless experience that our customers who also bank or borrow with Chase have on the Chase Mobile app.”

Wealth Plan launched in December 2022 and has received five awards since March 2023. Most recently, it won a Real Simple 2023 Smart Money Award in the Financial Literacy Category. Wealth Plan was also named Best Personal Finance Product in the 2023 FinTech Breakthrough Awards, and Best Digital Initiative and Best Use of Technology in Wealth Management in the 2023 Banking Tech USA Awards.

About J.P. Morgan Wealth Management

J.P. Morgan Wealth Management is the U.S. wealth management business of JPMorgan Chase & Co., a leading global financial services firm with assets of $3.9 trillion and operations worldwide. J.P. Morgan Wealth Management has ~5,400 advisors and $900+ billion of assets under supervision. Clients can choose how and where they want to invest. They can do it digitally, remotely, or in person by meeting with an advisor in one of our more than 4,700 Chase branches throughout the U.S., or in one of our offices. For more information, go to www.jpmorgan.com/wealth and follow J.P. Morgan Wealth Management on LinkedIn.

About StockBrokers.com

StockBrokers.com, an industry-leading source for online brokers, is wholly owned by Reink Media Group. A Michigan-based company founded in 2009, Reink Media Group owns and operates multiple finance-based websites. The organization strives to provide pertinent resources, tools, and education for successful self-directed investing. For more information, please visit the company’s website at www.reinkmedia.com.

LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

 

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR

OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES

• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

IMPORTANT: The projections or other information generated by Wealth Plan regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

StockBrokers.com Annual Awards winners (Published 23 January 2024) are selected by StockBrokers.com’s editorial team, who evaluated the nominations based on measurable, data-driven criteria. Companies do not pay a fee to be considered for the awards. Study conducted between [September 2023 - November 2023]. For more information, visit: https://www.stockbrokers.com/how-we-test

Real Simple’s Smart Money Awards winners (Published 14 August 2023) are selected by an independent panel of judges who evaluated the nominations based on innovation and relevance to Real Simple readers. Fee paid to publisher for licensing use of materials after awards announced. Study conducted between March 2023-June 2023. For more information, visit: https://www.realsimple.com/smart-money-awards-2023-7560855

Banking Tech USA Awards winners (Published 1 June 2023) are selected by a panel of judges who evaluated the nominations based on criteria including their results and impact. Nomination fee paid to organizer at time of submission. Study conducted between March 23, 2023–April 24, 2023. For more information, visit: https://informaconnect.com/banking-tech-awards-usa/nomination-guidelines/

FinTech Breakthrough Award winners (Published 23 March 2023). are selected based on an in-depth research methodology and proprietary scoring system that includes six objective criteria, including product functionality, ease-of-use, technological innovation and impact. Companies do not pay a fee to be considered or placed on the list of FinTech Breakthrough Award winners. Less than 10% of candidates reviewed receive an award. The FinTech Breakthrough Awards do not evaluate the quality of services provided to their clients or customers and is not indicative of the Company’s future performance. Fee paid to publisher for licensing use of materials after ranking announced. Study conducted between October 1, 2022–January 11, 2023 . For more information, visit https://fintechbreakthrough.com/judging-process/

J.P. Morgan Wealth Management received the highest score in the J.D. Power 2022 and 2023 (among self-directed investors) U.S. Wealth Management Digital Experience Studies, which measures customers’ overall satisfaction with wealth management websites and mobile apps. Visit jdpower.com/awards for more details.

J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Certain advisory products may be offered through J.P. Morgan Private Wealth Advisors LLC (JPMPWA), a registered investment adviser. Trust and Fiduciary services including custody are offered through JPMorgan Chase Bank, N.A (JPMCB) and affiliated trust companies. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA, JPMPWA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.

© 2024 JPMorgan Chase & Co.

Media Contact Michaela Ross michaela.n.ross@jpmorgan.com

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