Our Boston team is here and committed to your success
We do much more than manage wealth; we aim to add value to your life. Our specialists are here to open doors, explore new opportunities and help you to experience the full possibilities your wealth creates. We're always finding ways to shape an elevated private banking experience around you.
Our Boston Team Prioritizes You.
John Beggans, Elizabeth Desautel, Katharine Schmitt, and Daniel Curtin discuss how our Boston team is ready to help you achieve your financial goals and make an impact.
Daniel:
So clients often think of JP Morgan first as an investment firm, and we are, we're one of the best investment firms in the world. But what we deliver to clients is much more than that.
Elizabeth:
JP Morgan Private Bank office here in Boston is a leader in the community.
We become a family member to you.
You are relying on us to provide not only a service to you, but to be that person, and to be that firm that you go to and trust.
John Beggins:
JP Morgan has a world class investment platform and we marry that with a goals based plan in order to help clients achieve their goals.
Katharine:
You're getting the best advice across a range of issue areas, whether that's day to day banking, liquidity needs, investments, planning, philanthropy.
Dan Curtin:
Each of your advisors has deep expertise in a specific element of advice to you.
Katharine:
Many of my clients are professional investors in their own right. So they're smart, sophisticated, and are familiar with markets. And I think for us, it's helping them to be efficient with their time to be strategic and opportunistic and taking some things off their plate to make their life easier.
Elizabeth:
It's JP Morgan. We're the best of the best.
We care an awful lot, and we do everything possible to help our clients…
…in the private bank.
Side note:
Legal disclosures appear.
Text on screen:
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Please read important information at the end.
Logo:
J.P. Morgan Private Bank.
Text on screen:
Local Look - Boston.
On screen:
At a large J.P. Morgan Chase and Company waterfront building by Boston's Financial District, a man with with brown hair and glasses, Daniel Curtin, speaks from a large office.
Text on screen:
Daniel Curtin, Managing Director, Market Manager, J.P. Morgan Private Bank Boston.
Daniel:
So clients often think of J.P. Morgan first as an investment firm, and we are, we're one of the best investment firms in the world. But what we deliver to clients is much more than that.
On screen:
A video clip shows Mr. Curtin speaking on a mobile device while he stands on an outdoor balcony, overlooking the picturesque Massachusetts Bay. Then, a woman with short hair and brown eyes, Elizabeth Desautel, speaks from a large office.
Text on screen:
Elizabeth Desautel, Vice President, Banker, J.P. Morgan Private Bank Boston.
Elizabeth:
J.P. Morgan Private Bank office here in Boston is a leader in the community.
On screen:
A montage shows Ms. Desautel working on a multi-screen desktop computer, in her office.
Elizabeth:
We become a family member to you. You are relying on us to provide not only a service to you, but to be that person, and to be that firm that you go to and trust.
On screen:
A man with dark hair and blue eyes, John Beggans, speaks from a large office.
Text on screen:
John Beggans, Managing Director, Head of Investments and Advice, J.P. Morgan Private Bank Boston.
John Beggins:
J.P. Morgan has a world class investment platform and we marry that with a goals based plan in order to help clients achieve their goals.
On screen:
A woman with long brown hair and hazel eyes, Katharine Schmitt.
Text on screen:
Katharine Schmitt, Managing Director, Banker, J.P. Morgan Private Bank Boston.
Katharine:
You're getting the best advice across a range of issue areas, whether that's day to day banking, liquidity needs, investments, planning, philanthropy.
On screen:
A montage shows Ms. Schmitt in a conference room, typing on a laptop computer.
Dan Curtin:
Each of your advisors has deep expertise in a specific element of advice to you.
Katharine:
Many of my clients are professional investors in their own right. So they're smart, sophisticated, and are familiar with markets.
On screen:
A montage shows Ms. Schmitt walking on a dock at the Massachusetts Bay, holding a mobile device.
Katharine:
And I think for us, it's helping them to be efficient with their time to be strategic and opportunistic and taking some things off their plate to make their life easier.
Elizabeth:
It's J.P. Morgan, right? We’re the best of the best. We care an awful lot, and we do everything possible to help out clients within the Private Bank.
On screen:
A montage shows Ms. Desautel speaking with Ms. Schmitt in a small conference room and the American flag waving outside the domed entrance large J.P. Morgan building.
Logo:
J.P. Morgan Private Bank.
Side note:
Legal disclosures appear.
Text on screen:
Key Risks. This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your J.P. Morgan team or email us at accessibility.support@jpmorgan.com for assistance. Please read all Important Information.
GENERAL RISKS & CONSIDERATIONS. Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an
investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team. NON-RELIANCE. Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events. Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request. J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions. IMPORTANT INFORMATION ABOUT YOUR INVESTMENTS AND POTENTIAL CONFLICTS OF INTEREST Conflicts of interest will arise whenever JPMorgan Chase Bank, N.A. or any of its affiliates (together, “J.P. Morgan”) have an actual or perceived economic or other incentive in its management of our clients’ portfolios to act in a way that benefits J.P. Morgan. Conflicts will result, for example (to the extent the following activities are permitted in your account): (1) when J.P. Morgan invests in an investment product, such as a mutual fund, structured product, separately managed account or hedge fund issued or managed by JPMorgan Chase Bank, N.A. or an affiliate, such as J.P. Morgan Investment Management Inc.; (2) when a J.P. Morgan entity obtains services, including trade execution and trade clearing, from an affiliate; (3) when J.P. Morgan receives payment as a result of purchasing an investment product for a client’s account; or (4) when J.P. Morgan receives payment for providing services (including shareholder servicing, recordkeeping or custody) with respect to investment products purchased for a client’s portfolio. Other conflicts will result because of relationships that J.P. Morgan has with other clients or when J.P. Morgan acts for its own account. Investment strategies are selected from both J.P. Morgan and third-party asset managers and are subject to a review process by our manager research teams. From this pool of strategies, our portfolio construction teams select those strategies we believe fit our asset allocation goals and forward looking views in order to meet the portfolio's investment objective. As a general matter, we prefer J.P. Morgan managed strategies. We expect the proportion of J.P. Morgan managed strategies will be high (in fact, up to 100 percent) in strategies such as, for example, cash and high-quality fixed income, subject to applicable law and any account-specific considerations.
While our internally managed strategies generally align well with our forward-looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios. The Six Circles Funds are U.S.-registered mutual funds managed by J.P. Morgan and sub-advised by third parties. Although considered internally managed strategies, JPMC does not retain a fee for fund management or other fund services. LEGAL ENTITY, BRAND & REGULATORY INFORMATION In the United States, bank deposit accounts and related services, such as checking, savings and bank lending, are offered by JPMorgan Chase Bank, N.A. Member FDIC. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed investment accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM. Products not available in all states. In Luxembourg, this material is issued by J.P. Morgan Bank Luxembourg S.A. (JPMBL), with registered office at European Bank and Business Centre, 6 route de Treves, L-2633, Senningerberg, Luxembourg. R.C.S Luxembourg B10.958. Authorized and regulated by Commission de Surveillance du Secteur Financier (CSSF) and jointly supervised by the European Central Bank (ECB) and the CSSF. J.P. Morgan Bank Luxembourg S.A. is authorized as a credit institution in accordance with the Law of 5th April 1993. In the United Kingdom, this material is issued by J.P. Morgan Bank Luxembourg S.A., London Branch, registered office at 25 Bank Street, Canary Wharf, London E14 5JP. Authorised and regulated by Commission de Surveillance du Secteur Financier (CSSF) and jointly supervised by the European Central Bank (ECB) and the CSSF. Deemed authorised by the Prudential Regulation Authority. Subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the UK for a limited period while seeking full authorisation, are available on the Financial Conduct Authority’s website. In Spain, this material is distributed by J.P. Morgan Bank Luxembourg S.A., Sucursal en España, with registered office at Paseo de la Castellana, 31, 28046 Madrid, Spain. J.P. Morgan Bank Luxembourg S.A., Sucursal en España is registered under number 1516 within the administrative registry of the Bank of Spain and supervised by the Spanish Securities Market Commission (CNMV). In Germany, this material is distributed by J.P. Morgan Bank Luxembourg S.A., Frankfurt Branch, registered office at Taunustor 1 (TaunusTurm), 60310 Frankfurt, Germany, jointly supervised by the Commission de Surveillance du Secteur Financier (CSSF) and the European Central Bank (ECB), and in certain areas also supervised by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin). In Italy, this material is distributed by J.P. Morgan Bank Luxembourg S.A., Milan Branch, registered office at Via Cordusio 3, 20123 Milano, Italy and regulated by Bank of Italy and the Commissione Nazionale per le Società e la Borsa (CONSOB). In the Netherlands, this material is distributed by J.P. Morgan Bank Luxembourg S.A., Amsterdam Branch, with registered office at World Trade Centre, Tower B, Strawinskylaan 1135, 1077 XX, Amsterdam, The Netherlands. J.P. Morgan Bank Luxembourg S.A., Amsterdam Branch is authorized and regulated by the Commission de Surveillance du Secteur Financier (CSSF) and jointly supervised by the European Central Bank (ECB) and the CSSF in Luxembourg; J.P. Morgan Bank Luxembourg S.A., Amsterdam Branch is also
authorized and supervised by De Nederlandsche Bank (DNB) and the Autoriteit Financiële Markten (AFM) in the Netherlands. Registered with the Kamer van Koophandel as a branch of J.P. Morgan Bank Luxembourg S.A. under registration number 71651845. In Denmark, this material is distributed by J.P. Morgan Bank Luxembourg, Copenhagen Br, filial af J.P. Morgan Bank Luxembourg S.A. with registered office at Kalvebod Brygge 39-41, 1560 København V, Denmark. J.P. Morgan Bank Luxembourg, Copenhagen Br, filial af J.P. Morgan Bank Luxembourg S.A. is authorized and regulated by Commission de Surveillance du Secteur Financier (CSSF) and jointly supervised by the European Central Bank (ECB) and the CSSF. J.P. Morgan Bank Luxembourg, Copenhagen Br, filial af J.P. Morgan Bank Luxembourg S.A. is also subject to the supervision of Finanstilsynet (Danish FSA) and registered with Finanstilsynet as a branch of J.P. Morgan Bank Luxembourg S.A. under code 29009. In Sweden, this material is distributed by J.P. Morgan Bank Luxembourg S.A., Stockholm Bankfilial, with registered office at Hamngatan 15, Stockholm, 11147, Sweden. J.P. Morgan Bank Luxembourg S.A., Stockholm Bankfilial is authorized and regulated by Commission de Surveillance du Secteur Financier (CSSF) and jointly supervised by the European Central Bank (ECB) and the CSSF. J.P. Morgan Bank Luxembourg S.A., Stockholm Bankfilial is also subject to the supervision of Finansinspektionen (Swedish FSA). Registered with Finansinspektionen as a branch of J.P. Morgan Bank Luxembourg S.A. In France, this material is distributed by JPMorgan Chase Bank, N.A. (“JPMCB”), Paris branch, which is regulated by the French banking authorities Autorité de Contrôle Prudentiel et de Résolution and Autorité des Marchés Financiers. In Switzerland, material is distributed by J.P. Morgan (Suisse) SA, with registered address at rue de la Confédération, 8, 1204, Geneva, Switzerland, which is authorised and supervised by the Swiss Financial Market Supervisory Authority (FINMA), with registered address at Laupenstrasse 27, 3003, Bern, Switzerland, as a bank and a securities dealer in Switzerland. Please consult the following link to obtain information regarding J.P. Morgan’s EMEA data protection policy: https://www.jpmorgan.com/privacy. This communication is an advertisement for the purposes of the Markets in Financial Instruments Directive (MIFID II) and the Swiss Financial Services Act (FINSA) and. Investors should not subscribe for or purchase any financial instruments referred to in this advertisement except on the basis of information contained in any applicable legal documentation, which is or shall be made available in the relevant jurisdictions. In Hong Kong, this material is distributed by JPMCB, Hong Kong branch. JPMCB, Hong Kong branch is regulated by the Hong Kong Monetary Authority and the Securities and Futures Commission of Hong Kong. In Hong Kong, we will cease to use your personal data for our marketing purposes without charge if you so request. In Singapore, this material is distributed by JPMCB, Singapore branch. JPMCB, Singapore branch is regulated by the Monetary Authority of Singapore. Dealing and advisory services and discretionary investment management services are provided to you by JPMCB, Hong Kong/Singapore branch (as notified to you). Banking and custody services are provided to you by JPMCB Singapore Branch. The contents of this document have not been reviewed by any regulatory authority in Hong Kong, Singapore or any other jurisdictions. You are advised to exercise caution in relation to this document. If you are in any doubt about any of the contents of this document, you should obtain independent professional advice. For materials which constitute product advertisement under the Securities and Futures Act and the Financial Advisers Act, this advertisement has not been reviewed by the Monetary Authority of Singapore. JPMorgan Chase Bank, N.A. is a national banking association chartered under the laws of the United States, and as a body corporate, its shareholder’s liability is limited.
With respect to countries in Latin America, the distribution of this material may be restricted in certain jurisdictions. We may offer and/or sell to you securities or other financial instruments which may not be registered under, and are not the subject of a public offering under, the securities or other financial regulatory laws of your home country. Such securities or instruments are offered and/or sold to you on a private basis only. Any communication by us to you regarding such securities or instruments, including without limitation the delivery of a prospectus, term sheet or other offering document, is not intended by us as an offer to sell or a solicitation of an offer to buy any securities or instruments in any jurisdiction in which such an offer or a solicitation is unlawful. Furthermore, such securities or instruments may be subject to certain regulatory and/or contractual restrictions on subsequent transfer by you, and you are solely responsible for ascertaining and complying with such restrictions. To the extent this content makes reference to a fund, the Fund may not be publicly offered in any Latin American country, without previous registration of such fund´s securities in compliance with the laws of the corresponding jurisdiction. Public offering of any security, including the shares of the Fund, without previous registration at Brazilian Securities and Exchange Commission–CVM is completely prohibited. Some products or services contained in the materials might not be currently provided by the Brazilian and Mexican platforms. References to “J.P. Morgan” are to JPM, its subsidiaries and affiliates worldwide. “J.P. Morgan Private Bank” is the brand name for the private banking business conducted by JPM. This material is intended for your personal use and should not be circulated to or used by any other person, or duplicated for non-personal use, without our permission. If you have any questions or no longer wish to receive these communications, please contact your J.P. Morgan team. Copyright 2021 JPMorgan Chase & Co. All rights reserved.
END
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Dan Curtin featured in Banker & Tradesman
Dan Curtin shared how Boston’s diverse demographics and large talent pool make it a prime market for growth. “This is one of the areas of the country where there’s tremendous opportunity,” he said. Read more on how J.P. Morgan Private Bank has doubled its size in Boston over the past five years, and now has more than 85 specialists who serve families, entrepreneurs and organizations across their financial lives.
LEARN MORE
Euromoney names J.P. Morgan “World’s Best Private Bank”
For the third year in a row, J.P. Morgan received this accolade that reflects the bank’s unwavering commitment to delivering exceptional client service.
Learn MoreOur Commitment to the Boston Community.
At the Private Bank, we take an active role in our community. John Beggans, Katharine Schmitt, Daniel Curtin, and Elizabeth Desautel share how our team in Boston is making a difference.
DISCLAIMER:
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Please read important information at the end.
|
GFX - TITLE: Local Look Boston
|
GFX - LOWER THIRD: John Beggans: MANAGING DIRECTOR, HEAD OF INVESTMENTS & ADVICE J.P. MORGAN PRIVATE BANK BOSTON
|
John: J.P. Morgan takes an active role in our community.
|
GFX - LOWER THIRD: Katharine Schmitt: MANAGING DIRECTOR, BANKER J.P. MORGAN PRIVATE BANK BOSTON
|
Katharine: A lot of the work we’re doing or that the firm is doing in the community is really inspiring.
|
GFX - LOWER THIRD: Daniel Curtin: MANAGING DIRECTOR, MARKET MANAGER J.P. MORGAN PRIVATE BANK BOSTON
|
Daniel: The Private Bank has been here about 20 years. And we now have over 2,000 employees here in the New England area. And with that comes all the great parts of J.P. Morgan, including philanthropy spend.
|
Katharine: I have been a volunteer for an organization that is working on building financial literacy for girls, mostly middle school and high school girls, which is a topic near and dear to my heart. I have three young daughters… And I think all young girls and women should feel empowered to take control of their financial lives.
|
John: One of the areas that I’m very passionate about is type 1 diabetes. I was involved with JDRF over the last 10 years, and raised money for this group who does research to look for cures for type 1 diabetes. I was a former board member, and now I’m an active fundraiser for JDRF.
|
GFX - LOWER THIRD: Elizabeth Desautel: VICE PRESIDENT, BANKER J.P. MORGAN PRIVATE BANK BOSTON
|
Elizabeth: Personally, I’m involved in the community, involved in boards… I’m the first female finance chair in 150 years of one of the boards. In addition, J.P. Morgan has supported many of the nonprofits that I also advise on, and that is a tremendous backing for me. I can make a dynamic impact in the community, and continue to volunteer and continue to support the boards I work on, and really take the valuable part of being a J.P. Morgan employee with me.
|
GFX – LOGO ANIMATION J.P. Morgan Private Bank
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KEY RISKS This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your J.P. Morgan team or email us at accessibility.support@jpmorgan.com for assistance. Please read all Important Information.
GENERAL RISKS & CONSIDERATIONS Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.
NON-RELIANCE Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.
Nothing in this document shall be construed as giving rise to any duty of care owed to, or advisory relationship with, you or any third party. Nothing in this document shall be regarded as an offer, solicitation, recommendation or advice (whether financial, accounting, legal, tax or other) given by J.P. Morgan and/or its officers or employees, irrespective of whether or not such communication was given at your request. J.P. Morgan and its affiliates and employees do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any financial transactions.
YOUR INVESTMENTS AND POTENTIAL CONFLICTS OF INTEREST Conflicts of interest will arise whenever JPMorgan Chase Bank, N.A. or any of its affiliates (together, “J.P. Morgan”) have an actual or perceived economic or other incentive in its management of our clients’ portfolios to act in a way that benefits J.P. Morgan. Conflicts will result, for example (to the extent the following activities are permitted in your account): (1) when J.P. Morgan invests in an investment product, such as a mutual fund, structured product, separately managed account or hedge fund issued or managed by JPMorgan Chase Bank, N.A. or an affiliate, such as J.P. Morgan Investment Management Inc.; (2) when a J.P. Morgan entity obtains services, including trade execution and trade clearing, from an affiliate; (3) when J.P. Morgan receives payment as a result of purchasing an investment product for a client’s account; or (4) when J.P. Morgan receives payment for providing services (including shareholder servicing, recordkeeping or custody) with respect to investment products purchased for a client’s portfolio. Other conflicts will result because of relationships that J.P. Morgan has with other clients or when J.P. Morgan acts for its own account.
Investment strategies are selected from both J.P. Morgan and third-party asset managers and are subject to a review process by our manager research teams. From this pool of strategies, our portfolio construction teams select those strategies we believe fit our asset allocation goals and forward-looking views in order to meet the portfolio’s investment objective.
As a general matter, we prefer J.P. Morgan managed strategies. We expect the proportion of J.P. Morgan managed strategies will be high (in fact, up to 100 percent) in strategies such as, for example, cash and high-quality fixed income, subject to applicable law and any account-specific considerations.
While our internally managed strategies generally align well with our forward-looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios.
LEGAL ENTITY, BRAND & REGULATORY INFORMATION In the United States, bank deposit accounts and related services, such as checking, savings and bank lending, are offered by JPMorgan Chase Bank, N.A. Member FDIC.
JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed investment accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM. Products not available in all states. |
DISCLAIMER:
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Please read important information at the end. |
GFX - TITLE: Local Look Boston |
GFX - LOWER THIRD: John Beggans MANAGING DIRECTOR, HEAD OF INVESTMENTS & ADVICE J.P. MORGAN PRIVATE BANK BOSTON |
John: JP Morgan takes an active role in our community. |
GFX - LOWER THIRD: Katharine Schmitt: MANAGING DIRECTOR, BANKER J.P. MORGAN PRIVATE BANK BOSTON |
Katharine: A lot of the work we're doing, or that the firm is doing in the community is really inspiring. |
GFX - LOWER THIRD: Daniel Curtin: MANAGING DIRECTOR, MARKET MANAGER J.P. MORGAN PRIVATE BANK BOSTON |
Daniel: The Private Bank has been here about 20 years. And we now have over 2,000 employees here in the New England area. And with that comes all the great parts of JP Morgan, including philanthropy spend. |
Katharine: I have been a volunteer for an organization that is working on building financial literacy for girls, mostly middle school and high school girls, which is a topic near and dear to my heart. I have three young daughters… And I think all young girls and women should feel empowered to take control of their financial lives. |
John: One of the areas that I'm very passionate about is type one diabetes. I was involved with JDRF over the last 10 years and raised money for this group who does research to look for cures for type one diabetes. I was a former board member and now I'm an active fundraiser for JDRF. |
GFX - LOWER THIRD: Elizabeth Desautel: VICE PRESIDENT, BANKER J.P. MORGAN PRIVATE BANK BOSTON |
Elizabeth: Personally, I'm involved in the community, involved in boards… I'm the first female finance chair in 150 years of one of the boards. In addition, JP Morgan has supported many of the nonprofits that I also advise on, and that is a tremendous backing for me. I can make a dynamic impact in the community, and continue to volunteer, and continue to support the boards I work on, and really take the valuable part of being a JP Morgan employee with me. |
GFX – LOGO ANIMATION J.P. Morgan Private Bank
|
DISCLAIMER
Key Risks This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your J.P. Morgan team or email us at accessibility.support@jpmorgan.com for assistance. Please read all Important Information. GENERAL RISKS & CONSIDERATIONS. Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. 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