J.P. Morgan Wealth Management Promotions & Bonuses in October 2025

J.P. Morgan Wealth Management offers services for everyone to get control of their finances and reach their goals. Many of their accounts have higher minimum balance requirements, but some, including a robo-advisor or personal advisor service, offer affordable advisory services for people with little money to invest.

Current J.P. Morgan Wealth Management Promo Codes & Bonus Offers

There are no active offers for J.P. Morgan Wealth Management.

Expired Offers From J.P. Morgan

These bonuses were recently offered by J.P. Morgan, but are not available right now.

Check back often as J.P. Morgan may revive these deals or offer similar promotions in the future. In the meantime, it can sometimes be helpful to compare J.P. Morgan's current bonuses to their previous deals.

Self-Directed Investing - up to $700 bonus (Expired)

Expired: October 21, 2025

J.P. Morgan previously offered up to $700 for opening a Self-Directed Investing account.

To earn the bonus, you needed to:

  1. Open a J.P. Morgan Self-Directed Investing account using the link below.
  2. Within 45 days, fund your account with qualifying new money; $5,000 - $24,999 = $50 bonus; $25,000 - $99,999 = $150 bonus; $100,000 - $249,999 = $325 bonus, $250,000 = $700 bonus.
  3. Your bonus amount will be determined on day 45.
  4. Maintain your new funds for 90 days (losses due to trading or market fluctuation will not be taken into account).
  5. Bonus will be received within 15 days.
  6. INVESTMENT AND INSURANCE PRODUCTS ARE: NOT A DEPOSIT • NOT FDIC INSURED • NO BANK GUARANTEE • MAY LOSE VALUE

Self-Directed Investing [Existing Customers] - up to $400 bonus (Expired)

J.P. Morgan previously offered up to $400 for opening a Self-Directed Investing [Existing Customers] account.

The steps to earning this bonus were:

  1. Enroll and receive your coupon code through our link provided.
  2. Within 45 days, add $25,000 or more in new money by moving cash, transferring securities, or rolling over existing retirement assets from another institution.
  3. Your bonus amount will be determined on day 45 from coupon enrollment as follows: $25,000-$99,999 earn $100; $100,000-$249,999 earn $200; $250,000+ earn $400.
  4. Maintain new money balance in the account for at least 90 days from coupon enrollment (losses due to trading or market fluctuation will not be taken into account).
  5. Bonus will be credited to the account within 15 days of these requirements being met.