Primary businesses: Banking
Description: Provides retirement accounts and investment products for individuals and small businesses. Chase Investment Services is part of Chase's retail bank, a division of JPMorgan Chase.
History: Now one of the largest US banks, JPMorgan Chase's predecessor companies were founded in 1799.
Bottom-Line: May appeal to existing bank customers who just invest for the long-term in mutual funds.
Meet at Local Branch
with a Financial Advisor
JPMorgan Chase Bank, N.A. and its affiliates do not offer legal, tax or accounting advice. Clients are urged to consult with their own legal, tax and accounting advisors with respect to their specific situations.
Securities (including mutual funds and variable annuities) and investment advisory services are offered through Chase Investment Services Corp. (CISC) or affiliated brokers/dealers.
Mutual funds, managed accounts, and annuities.
Strengths Advisors in-branches, links with bank accounts.
Online access to account information. Trades generally executed by investment professional.
Customer service available during business hours.
Nationwide branch network.
Investment professionals in most branches nationwide.
Fees are charged for brokerage, or as a percentage of assets in managed accounts.
Fees for mutual fund investments, annuity purchases
Fees based on a percentage of assets in account
IRAs may have annual fees depending on account value
Fees for linked accounts, banking and lending products based on account value
Estimate your yearly trading and account fees with Chase