eBRG – JPMPB – LA Expansion – Text Alternative Script
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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.
J.P. Morgan Private Bank.
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Local Look: Los Angeles.
A man with brown eyes and a blue jacket, Rick Barragan, speaks from a spacious office. He wears a dress shirt with the top button casually undone.
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Rick Barragan, Market Manager, J.P. Morgan Private Bank Los Angeles.
In the Private Bank, you know, you’re dealing with individuals and families, and the relationships get a lot deeper, and it’s a lot more personal.
A woman with straight black hair and a bright blazer, Malak Santini, speaks from a comfortable office.
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Malak Santini, Executive Director, J.P. Morgan Private Bank Los Angeles.
The more I know about them, the more they can pick up the phone and call me any day of the week at any time of any day, all weekend long. That to me is a compliment.
A montage shows Ms. Santini and an executive with long dark hair meeting with Mr. Barragan in a large conference room. Then, Mr. Barragan speaks to the viewer.
It’s about being helpful and helping individuals and families find solutions for themselves and for their actual children, for their interests, and it’s about generational wealth.
A woman with long dark hair and a light blazer, Gloria Yip.
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Gloria Yip, Executive Director, J.P. Morgan Private Bank Los Angeles.
Our clients come to us when there is money in motion or a transition event happens in their life. Behind each one of those liquidity events is the blood, sweat and tears of an entrepreneur who has given their whole life and dedicated so much of what they have, uh, to building that company.
Corporate office buildings tower toward a cloud-filled sky. Mr. Barragan, Ms. Santini, and Ms. Yip review financial documents at a conference room table. Next, Mr. Barragan speaks to the viewer.
And when you sit down and talk to people about what’s going on in their lives, that’s when you can find out and, and discover what it is that’s important to them, and what it is that you can then do to be helpful to them, and help them see things that they perhaps haven’t seen before.
They want someone to hand hold them through that process, and go through all the facets of trust and estate planning, wealth management, tax planning. And they know that when they come here, we’ve got that covered for them in a way that is customized to them.
A montage shows Ms. Yip speaking with Mr. Barragan and Ms. Santini in the conference room. Then, Mr. Barragan speaks to the viewer.
It’s not just about what we can do here, but, you know, what other things can we be helpful for? It’s not transactional oriented, but it’s longer, and it’s for life.
J.P. Morgan Private Bank.
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This material is for information purposes only, and may inform you of certain products and services offered by J.P. Morgan’s wealth management businesses, part of JPMorgan Chase & Co. (“JPM”).
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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.
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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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Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the United Kingdom for a limited period while seeking full authorization, 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). 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