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CONTINUE Go Back

Leverage our capabilities, maximize your opportunities

Combining a 529 plan’s tax benefits, flexibility and control with investment expertise from J.P. Morgan Asset Management

Two 529 plans available across the U.S.

Get our latest education planning insights

Resources for keeping your clients informed and invested

PLANNING GUIDE

2024 College Planning Essentials

Review our annual guide to tuition costs, financial aid, investing strategies, 529 plans and more.

Get the guide
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Explore our full lineup of 529 plan portfolios

1 J.P. Morgan Asset Management, as of December 2024.

2 ISS Market Intelligence, 529 Industry Analysis 2024.

3 Edward Jones, May 2024.

4 Deductions are for account owners only and may be subject to recapture in certain circumstances, such as rollovers to another state’s 529 plan and withdrawals used to pay elementary or secondary school tuition.