Save money and be informed. CreditDonkey is a personal finance comparison and reviews website. This website is made possible through financial relationships with card issuers and some of the products and services mentioned on this site. Advertiser Disclosure†

J.P. Morgan Wealth Management vs Charles Schwab


 J.P. Morgan Wealth Management
 Visit SiteLearn More
 

J.P. Morgan Wealth Management

Charles Schwab

SPECIAL OFFER
J.P. Morgan Self-Directed Investing - Get Up to $700 - Learn More

SPECIAL OFFER
$0 Commissions on Online Stock, ETF, and Options Trades - Learn More

Read Charles Schwab Review

 

Benefits and Features

Stock Trading $0 commission on U.S. stocks and ETFs
Options Trading 
$0 + $0.65 per contract
Minimum Deposit 
$0
Mutual Fund Trading $0 for no-transaction-fee funds $49.95 for all other funds
Commission Free ETFs 2,000+ across asset classes and fund companies, $0 commission through Schwab ETF OneSource™.
Broker Assisted Trades 
$25.00 service charge
Inactivity Fee 
None
Maintenance Fee 
$0
Banking 
Yes
Mobile App 
Yes
Desktop App 
Yes
Futures Trading 
$2.25 per contract
Customer Service 
24/7
Locations 
300 locations
Online Community 
Yes
Seminars 
Yes
Virtual Trading 
Yes (thinkorswim platforms)
 

CreditDonkey® Reviews

 J.P. Morgan Wealth Management
Stock TradingStarStarStarStarHalf Star
Options TradingStarStarStarHalf StarEmpty Star
Mutual Fund TradingStarStarStarStarEmpty Star
Online PlatformStarStarStarStarStar
BankingStarStarStarStarStar
Mobile AppStarStarStarHalf StarEmpty Star
Commissions and FeesStarStarStarEmpty StarEmpty Star
Ease of UseStarStarStarStarEmpty Star
ResearchStarStarStarStarStar
Pros & ConsPros:
  • Vast selection of commission-free ETFs and mutual funds
  • 2 platforms (one for beginners and one for advanced traders)
  • 24/7 customer service including online chat
Cons:
  • Commission costs on mutual funds outside of the commission-free funds
  • Robo-advisor option requires a minimum investment of $5,000
Bottom LineGood choice for beginning and advanced investors looking to invest in ETFs and mutual funds or investors that require extensive research... Read full review
 Visit SiteLearn More

Blank fields may indicate the information is not available, not applicable, or not known to CreditDonkey. Please visit the product website for details.

J.P. Morgan Wealth Management: INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Charles Schwab: Pricing information from published websites as of 04/09/2024.

J.P. Morgan Wealth Management

J.P. Morgan Self-Directed Investing - Get Up to $700

Expires 7/19/2024
  • Get up to $700 when you open and fund a J.P. Morgan Self-Directed Investing account with qualifying new money.
  • $700 when you fund with $250,000 or more
  • $325 when you fund with $100,000-$249,999
  • $150 when you fund with $25,000-$99,999
  • $50 when you fund with $5,000-$24,999
  • Get unlimited commission-free online stock, ETF, fixed income, and options trades when you open an account.
  • $0 Online Commission trades
  • Choose an account that's right for you: General Investing, Traditional IRA or Roth IRA.
  • Access our secure, easy-to-use trading experience online or through the Chase Mobile® app.
  • Our powerful tools and resources are built to help you take control of your investments.

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSITNOT FDIC INSUREDNO BANK GUARANTEEMAY LOSE VALUE

J.P. Morgan Wealth Management

J.P. Morgan Personal Advisors

  • Connect with a J.P. Morgan team member to schedule a free financial planning session. Call 833-930-4515 or fill out our contact form and we'll be in touch.
  • Work with a team of fiduciary advisors who will create a personalized financial plan, match you to expert built portfolios and provide ongoing advice via video or phone.
  • Get matched to expert-built portfolios, and receive ongoing advice and annual check-ins to ensure your plan is on track.
  • Our team of advisors act as fiduciaries so you can be confident that any advisor you work with has your best interest at heart.
  • Manage all of your banking, investing and borrowing, and conveniently transfer money online and on the Chase Mobile® app.
  • Once we understand your financial picture, risk tolerance and time horizon, we'll recommend a professionally designed investment portfolio that meets your needs and automatically rebalances as the market shifts.
  • Partner with an advisor to build a personalized financial plan based on what's important to you—whether that's paying off debt, opening a business or saving for a big purchase.

INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSITNOT FDIC INSUREDNO BANK GUARANTEEMAY LOSE VALUE


Articles on J.P. Morgan Wealth Management

JP Morgan Bonus

JP Morgan is offering a $50-$700 bonus for new Self-Directed Investing accounts. Read on to learn the details.

Articles on Charles Schwab

Charles Schwab Review

Charles Schwab is one of the oldest names in the world of investing. With low fees, no account minimums, and robust research tools, it's a good brokerage for all levels of investors.

Which Do You Think is Best?





Next Page:

About CreditDonkey
CreditDonkey is a personal finance comparison website. We publish data-driven analysis to help you save money & make savvy decisions.

Editorial Note: Any opinions, analyses, reviews or recommendations expressed on this page are those of the author's alone, and have not been reviewed, approved or otherwise endorsed by any card issuer.

†Advertiser Disclosure: Many of the offers that appear on this site are from companies from which CreditDonkey receives compensation. This compensation may impact how and where products appear on this site (including, for example, the order in which they appear). CreditDonkey does not include all companies or all offers that may be available in the marketplace.

*See the card issuer's online application for details about terms and conditions. Reasonable efforts are made to maintain accurate information. However, all information is presented without warranty. When you click on the "Apply Now" button you can review the terms and conditions on the card issuer's website.

CreditDonkey does not know your individual circumstances and provides information for general educational purposes only. CreditDonkey is not a substitute for, and should not be used as, professional legal, credit or financial advice. You should consult your own professional advisors for such advice.

About Us | Reviews | Deals | Tips | Privacy | Do Not Sell My Info | Terms | Contact Us
(888) 483-4925 | 680 East Colorado Blvd, 2nd Floor | Pasadena, CA 91101
© 2024 CreditDonkey Inc. All Rights Reserved.