Charles Schwab has extended its agreement with J.P. Morgan to provide Schwab clients with access to a broad range of J.P. Morgan’s fixed income securities.
Charles Schwab is a longtime advocate for increasing access to the bond market for retail investors. Schwab BondSource offers access to more than 36,000 new issue and secondary bond offerings from more than 200 dealers 2, including J.P. Morgan, and connects investors to multiple major bond trading platforms, not just one.In 2013, J.P. Morgan underwrote approximately $438.8 billion in the global debt markets, according to Dealogic, and approximately $53 billion in the U.S. municipal markets, according to ThomsonReuters. About Schwab At Charles Schwab we believe in the power of investing to help individuals create a better tomorrow. We have a history of challenging the status quo in our industry, innovating in ways that benefit investors and the advisors and employers who serve them, and championing our clients’ goals with passion and integrity. More information is available at www.aboutschwab.com. Follow us on Twitter, Facebook, YouTube, LinkedIn and our Schwab Talk blog. Disclosures Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at www.schwab.com and www.aboutschwab.com. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors.
J.P. Morgan is the marketing name for JPMorgan Chase & Co. and its subsidiaries and affiliates worldwide.J.P. Morgan Securities LLC is a member of NYSE and SIPC. (0314-1650) 1 As of February 12, 2014 2 As of February 28, 2014