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