J.P. Morgan Launches Digital Money Coach to Help Clients Make Smart Money Decisions
01 Dezember 2022 - 4:30PM
Business Wire
J.P. Morgan Wealth Plan™ is available for free
to all Chase customers and allows them to plan, save and invest in
one place
J.P. Morgan Wealth Management launched Wealth Plan today, a free
digital money coach that gives clients a full picture of their
finances and helps them plan, save and invest, all in one place.
The experience will be available for free to all 62 million
digitally-active Chase customers in the top-ranked Chase Mobile app
and Chase.com.
With Wealth Plan customers can:
- Get a full view of their finances including accounts outside of
Chase
- Create and track goals in real time and get personalized
step-by-step guidance on next steps
- See how changes to their spending or savings today could impact
their financial future
- Schedule a video meeting and work one-on-one with a J.P. Morgan
financial advisor
“Wealth Plan will be available for free to all customers inside
the Chase app,” said Kristin Lemkau, CEO of J.P. Morgan U.S. Wealth
Management. “This allows customers to see their savings and
spending, and then set up their goals, like retirement, college
savings or a vacation. They can explore options for how much they
should save or invest to achieve that goal over time. We think it’s
one of the best tools available and people will love it.”
J.P. Morgan Wealth Management ranked #1 in Customer Satisfaction
with Wealth Management Digital Channels in the J.D. Power 2022 U.S.
Wealth Management Digital Experience Study.
By clicking on the ‘Plan & Track’ tab on the Chase app and
Chase.com, clients will be able to access several features to help
inform their financial decisions:
- Income & spending shows
earnings monthly, quarterly or annually, and compares them to a
user’s spending categories
- Net worth offers a view of total
assets and debt
- Goal simulator allows users to
envision the future they want, and then set, review and modify
those goals. Customers can virtually adjust their financial
decisions to see how changes today may impact their tomorrow
Throughout the experience, Wealth Plan will give suggestions and
offer educational content that can help users make progress towards
their goals.
“Wealth Plan lets clients take control of their finances and
interact with us however they choose, which increasingly is
digitally,” said Sam Palmer, Head of Digital Planning & Advice
at J.P. Morgan Wealth Management. “And if they want to speak with
an advisor, they can schedule a meeting right in the Chase app, and
easily share their goals to have a meaningful conversation from day
one.”
While projections created by J.P. Morgan Wealth Plan are
hypothetical and do not reflect future investment results, clients
can see how they are tracking towards their objectives and how
changes today can affect them. For more information about Wealth
Plan by J.P. Morgan visit www.jpmorgan.com/wealthplan
J.P. Morgan Wealth Management offers a full spectrum of services
and products for clients to plan and invest. They can invest
digitally online, remotely over video or phone with an advisor, or
in-person with an advisor in an office or local Chase branch.
Last month, J.P. Morgan Wealth Management launched Personal
Advisors to provide remote advice. The firm is waiving advisory
fees for Personal Advisors customers for six months.
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 $3.8 trillion and operations
worldwide. J.P. Morgan Wealth Management has ~5,000 advisors and
~$615 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 30
offices. For more information, go to www.jpmorgan.com/wealth and
follow @JPMWealth on Twitter.
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 received the highest score in the
J.D. Power 2022 U.S. Wealth Management Digital Experience Study of
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.
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. Certain custody
and other services are provided by JPMorgan Chase Bank, N.A.
(JPMCB). JPMS, CIA and JPMCB are affiliated companies under the
common control of JPMorgan Chase & Co. Products not available
in all states.
© 2022 JPMorgan Chase & Co.
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Media contact Veronica Navarro
veronica.navarro@jpmorgan.com
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