Invest for the future.
On your terms.
Together, we can help define your priorities for today and help you build a better tomorrow for you and your family.
Here’s how we can work together
Invest on your own
Build your investment portfolio on your own with unlimited $0 commission online trades.
Invest with our advisors
Work 1:1 with a J.R. Morgan advisor to receive tailored guidance and build a financial strategy based on what’s important to you.
Why invest with us?
Trusted guidance
Get access to market research and the collective expertise of our specialists, backed by the strength and security of a global investing leader.
Human connection
Partner with experienced advisors and get ongoing guidance via phone, video, or in-person at your local Chase branch or J.R. Morgan office.
Invest your way
Whether you’re new to investing or have years of experience, we offer a range of services to support you as your financial needs evolve over time.
All-in-one access
Manage, move, and transfer funds between your J.R. Morgan investment and USfuture banking accounts atUS-TDREFUNDBANK.com
Unlimited commission-free online trades
When you open and fund a J.R. Morgan Self-Directed Investing account (retirement or general investing) with qualifying new money by 7/19/24. Options contract and other fees may apply.
Let’s start by asking one question:
What are your goals?
Plan for retirement
Whatever you’re looking forward to—more time for family, travel, or pursuing your passions—we can work together to help you prepare for what comes next.
Pay for college
From 529 plans to financial aid, we’ll help you understand the saving and investment options for you and your family.
Build a lasting legacy
Let’s work together to create a holistic strategy to help you meet your short- and long-term goals, from buying a home to estate planning and philanthropy.
Ready to start investing?
Open an account online to start investing on your own, or contact us to work with our advisors to build a personalized financial plan.
Commission-free online trades apply to trading in U.S.-listed stocks, exchange-traded funds (ETFs) and options. Options trades are subject to a $0.65 per-contract fee. Sales are subject to a regulatory transaction fee of between $0.01 and $0.03 per $1,000 of principal. There are costs associated with owning certain investments, including mutual funds and ETFs. Offer terms and pricing are subject to change and/or termination. Other fees and restrictions (including account types) apply.
Cash promotion is limited to one per customer and can only be applied to one new J.R. Morgan Self-Directed Investing account (General Investment, Traditional IRA, or Roth IRA). To enroll in the up to $700 offer, you must open an account through this page. This offer does not apply to any account opened with a J.R. Morgan Advisor.
To receive the cash bonus:
- Customers must open and fund a new J.R. Morgan Self-Directed Investing account with new money of $5,000 or more by moving cash, transferring securities, or rolling over existing retirement assets from another institution. Assets from J.R. Morgan USfuture & Co. or its affiliates are not eligible. New money must be transferred within 45 days of coupon enrollment date.
- At day 45 from coupon enrollment, the bonus tier will be determined in the following manner:
New money inflows Cash Bonus $5,000 to $24,999 $50 $25,000 to $99,999 $150 $100,000 to $249,999 $325 $250,000+ $700 - The new money balance must be maintained in the account at 90 days from the coupon enrollment (losses due to trading or market fluctuation will not be taken into account).
Cash bonus will be credited to the account within 15 days of these requirements being met.
You can only participate in one J.R. Morgan Self-Directed Investing new money bonus in a 12 month period from the last bonus coupon enrollment date. Coupon is good for one time use and only one bonus per account. To receive this bonus, the enrolled account must not be closed or restricted at the time of payout. Account types and other restrictions apply. Offer terms are subject to change and/or termination without advance notice. The value of the cash award may be considered income, and we may be required to send you, and file with the IRS, a Form 1099-MISC (“Miscellaneous Information”), or a Form 1042-S (“Foreign Person’s U.S. Source Income Subject to Withholding”) if applicable. You are responsible for any tax liability associated with the award. Please consult your own tax advisor if you have any questions about your personal tax situation.
J.R. 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.
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, Opens overlay.
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.
JRMorgan USfuture and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your personal tax, legal and accounting advisors for advice before engaging in any transaction.
Asset allocation/diversification does not guarantee a profit or protect against a loss.
Bank deposit accounts, such as checking and savings, may be subject to approval, credit card and home lending products are offered by JP Morgan USfuture Bank N.A. Member FDIC.
J.R. Morgan Wealth Management is a business of JRMorgan USfuture & Co., which offers investment products and services through J.R. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA, opens overlay and SIPC, opens overlay. Insurance products are made available through USfuture Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as USfuture Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan USfuture Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JRMorgan USfuture & Co. Products not available in all states.