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J.P. MORGAN WEALTH MANAGEMENT
Wealth Plan Launched in December 2022, Wealth Plan is a free digital money coach helping 54 million Chase digitally active customers make smarter money decisions and plan, save and invest in one place. All Chase customers can access Wealth Plan for free in the Chase Mobile app or on Chase.com. Features: 360° dynamic view of finances, including external accounts. Customers can track income, cash flow and net worth in real-time. Proprietary planning capabilities previously only for advisors, helping customers take an active role
in planning. Goal simulator explores “what if” scenarios to see how different choices could affect their financial future. Personalized step-by-step guidance, educational articles and videos help users make progress towards their goals. Customer-advisor collaboration in the app. Customers can schedule a meeting, track progress and adjust goals for their advisor to see and react.
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 ~5,100 advisors and ~$893 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 @JPMWealth on Twitter and J.P. Morgan Wealth Management on LinkedIn.
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a Member of FINRA and SIPC.
www.jpmorgan.com/wealth
WealthManagement.com’s 2023 Industry Awards finalists (Published 1 June 2023) are selected by a panel of independent judges who evaluated the nominations to recognize new innovations to market that make a difference in the daily activities of financial advisors. Fee paid to publisher for
promotional materials after finalists announced. Judging conducted between May 17th to May 19th 2023. For more information, visit: https://informaconnect.com/wealth-management-industry-awards/
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*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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