Dallas, TX

Side note:

Euphoric music plays.

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.

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Local Look - Dallas

On screen:

This video begins with an aerial view of Dallas skyscrapers. Then, a man with dark hair and brown eyes, Pete Chilian, speaks from a large office.

Text on screen:

Pete Chilian, Managing Director, Market Manager, J.P. Morgan Private Bank Dallas.

Pete:

When selecting a private bank, there are important tradeoffs to weigh. Do you select a large firm or a small firm? Do you select an international for firm or a local firm? Boutique or a bank? There are important tradeoffs in each of those decisions. Our clients tell us that J.P. Morgan provides the best of all worlds in that decision.

On screen:

Mr. Chilian walks through a spacious lobby with a sign reading "J.P. Morgan." Then, a man with brown eyes who keeps his head shaved, Grafton Ifill, speaks from an office.

Text on screen:

Grafton Ifill, Executive Director, Team Lead, J.P. Morgan Private Bank Dallas.

Grafton:

J.P. Morgan Private Bank in Dallas is a place where you can have peace of mind. When you think about investing, lending, banking, trust and estate, you now have a team that’s going to bring all those things together to your benefit every year that specialize in working with clients just like you.

On screen:

Mr. Ifill works on a desktop computer in his office. Then, a brown-eyed man with short black hair, Clinton Warren.

Text on screen:

Clinton Warren, Managing Director, Head of Investments & Advice, J.P. Morgan Private Bank Dallas.

Clinton:

We are really concentrated on building long-term, long-lasting relationships. We like to get to know you at a truly, truly personal level, not only you, but your children, your grandchildren.

On screen:

A montage shows J.P. Morgan executives taking notes in a large conference room as they attend a virtual meeting with their international colleagues.

Pete:

Yes, we are large. We have employees in 60 countries around the world. We have a $3 trillion balance sheet. But at the same time, we’re a boutique in the sense that our average banker has 40 or 50 families that they work with.

On screen:

A woman with straight long hair and brown eyes, Anne Pennebaker, speaks from an office.

Text on screen:

Anne Pennebaker, Vice President, Banker, J.P. Morgan Private Bank Dallas.

Anne:

It’s our job to take care of our clients, to be the point person to help them look at their big picture, think strategically about their family and the legacy that they want to leave behind, and work hand in hand with all of their other trusted advisors to make sure that we are coordinated and just thinking holistically about any given family that we’re working with.

On screen:

A montage shows Ms. Pennebaker at a meeting with two executives in a conference room.

Clinton:

Our clients are generally very, very successful folks that demand the best of their teams.

On screen:

Mr. Warren reviews financial data on a large computer monitor, with a co-worker.

Anne:

We check all of the boxes as it relates to being an international firm with access, resources, intellectual capital that’s second to none. But at the end of the day, it really does come down to trust.

On screen:

A montage shows Ms. Pennebaker typing on her desktop computer keyboard.

Clinton:

And that’s what we strive for every day at J.P. Morgan, is to make sure that their experience as they’re navigating any financial decision is met with a team that will make them make the best decision possible for them and for their family. 

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.

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GFX - LOWER THIRD: 

Grafton Ifill 

Executive Director & Team Lead   

J.P. MORGAN PRIVATE BANK DALLAS 

Grafton:

J.P. Morgan is committed to the community here in Dallas, and that did not just start yesterday.

GFX - LOWER THIRD: 

Pete Chilian  

Managing Director & Market Manager  

J.P. MORGAN PRIVATE BANK DALLAS 

Pete: 

Our history goes back over a hundred years to 1916. And today, we have over 15,000 employees in the Metroplex…

What’s so exciting about being with the company today is the investment that the company is making…

...to get involved in all kinds of different organizations that make the city a better place.

GFX - LOWER THIRD: 

Clinton Warren  

Managing Director and Head of Investments & Advice 

J.P. MORGAN PRIVATE BANK DALLAS 

Clinton:

We encourage all of our employees to get out and to find a cause that they’re passionate for…

For me personally, I am involved with three different organizations. One is a Jubilee Center, which is a disadvantaged neighborhood on the East Side of Dallas, where we provide a community center, career training, athletic involvement…

The second thing is part of the DMA, the Dallas Museum of Art. 

And the third is my local school district, where I serve on the education foundation….

GFX - LOWER THIRD: 

Anne Pennebaker

Vice President and Banker 

J.P. MORGAN PRIVATE BANK DALLAS 

Anne: 

I am part of the Cary Council for the UT Southwestern Medical Foundation, which is a group of young adults who are focused on making sure that the next generation is educated and informed about the role that UT Southwestern plays in our community…

Grafton:

20:49-21:01

There’s no doubt in my mind that J.P. Morgan has exceeded any expectations of it. And while there’s more to be done, I couldn’t be prouder to work at this firm, given its commitment to the community.