J.P. Morgan Wealth Plan Helps Chase Customers Create 1 Million Plans - Seite 2

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/