Over 10 million customers are using Wealth Plan
to take control of their financial future
J.P. Morgan Wealth Management’s Wealth Plan has helped customers
create more than 1 million personalized plans. The tool reached
this milestone just over a year since its launch.
Available for free in the Chase Mobile app and on Chase.com,
Wealth Plan is a digital money coach that gives customers a full
picture of their finances and helps them plan, save and invest, all
in one place. Users can also schedule to speak to an advisor right
from the tool.
“Planning helps people think about what they truly want in life.
It’s not enough to say you want to retire. Yes, but when? Where?
These are key and hard questions that we all need to think about,”
said Kristin Lemkau, CEO of J.P. Morgan Wealth Management. “We
wanted to help with that process and create a tool to make goals
feel more real and achievable. This milestone shows that we
did.”
With Wealth Plan, users can set and track short-term goals, like
a vacation, and long-term goals, such as buying a home or
retirement, in real time and get personalized step-by-step guidance
and insights. A goal simulator shows customers how different
decisions made today can impact their financial future.
Over 10 million customers are using Wealth Plan to update plans,
get assistance to stay on track and get closer to their dreams. The
data accounts for activity in the last 90 days. The most common
goals Wealth Plan users are working towards are Retirement and
Travel, in that order.
“We know that those who have a plan are much more successful at
achieving their goals. So we created a powerful but easy-to-use
planning tool to help our clients achieve their dreams,” said Sam
Palmer, whose team created Wealth Plan and who was recently
appointed General Manager of Chase Sapphire. “Wealth Plan is
innovative because it puts planning directly in customers’ hands,
wherever and whenever it’s most convenient for them.”
In the past year, Wealth Plan has won five awards, including
Best Digital Initiative and Best Use of Technology in Wealth
Management in the 2023 Banking Tech USA Awards, Smart Money Awards
winner by Real Simple, and Best New Tool among online brokers by
StockBrokers.com.
Wealth Plan has also accelerated the adoption of planning as a
first step for investors. Customers have created more than double
the number of total plans than in the whole history of J.P. Morgan
U.S. wealth management before Wealth Plan.
All J.P. Morgan Personal Advisors clients go through a thorough
planning process using Wealth Plan before they can invest. Personal
Advisors is J.P. Morgan’s remote advice platform and connects
clients with advisors virtually via phone or video. This channel
was recently named Best Wealth Management Platform at the 2024
FinTech Breakthrough Awards. With more than 4,000 nominations
globally, this award recognizes new products that are making an
impact in financial services and technology.
In addition to working remotely with advisors, J.P. Morgan
Wealth Management clients can get financial advice in one of 4,700
Chase branches or in many of the J.P. Morgan offices across the
U.S. J.P. Morgan Wealth Management also offers a free online
trading platform, and J.D. Power recently named J.P. Morgan Wealth
Management the #1 Digital Experience for Wealth Management
Self-Directed Investor Satisfaction.
The Wealth Plan team, now under Ranjit Samra, who was leading
the engineering and build-out of Wealth Plan, continues to make
improvements in the tool. “There’s a lot more coming this year in
terms of the content in support of the various goals, design, and
integrated client experience for Wealth Plan. Stay tuned,” said
Samra.
For more information about Wealth Plan visit
www.jpmorgan.com/wealthplan
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.
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.
J.P. Morgan Personal Advisors was a 2024 FinTech Breakthrough
Award winner and J.P. Morgan Wealth Plan was a 2023 FinTech
Breakthrough Award winner. FinTech Breakthrough Award winners
(Published 14 March 2024, study conducted October 1, 2023 – January
12, 2024); (Published 23 March 2023, study conducted October 1,
2022 – January 11, 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. Fee paid to publisher for
licensing use of materials after ranking announced. For more
information, visit
https://fintechbreakthrough.com/judging-process/
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/
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.
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
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.
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Media Contact Veronica Navarro
veronica.navarro@jpmorgan.com
JP Morgan Chase (NYSE:JPM)
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