Our local Utah & Idaho Team is 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 Utah Team Prioritizes You.
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The JPMorgan Private Bank team here in Utah and Idaho is unique because we value teamwork above all else. Not only do you have one advisor that's thinking about you day in and day out, you get the entire team and all of our expertise and resources and connections. And we work together on a daily basis. And that's something I'm the most proud of.
There's few institutions that have the capabilities that the Private Bank has. You have thought leadership that's global in nature. You have access to a banking platform, a lending platform, and all of the advice in and around trust and estate. And so to have all of those resources under one platform and to be able to engage with one team that gets to know you personally, I think is very unique and pretty special in the industry to have this available to clients, particularly here in Utah.
I love that this is a state full of builders who care about each other's growth and success and that we've created an economy and an environment that people can thrive and grow. Utah is home to me. I am so grateful that I had the opportunity to come back to my hometown. And I love that I get to bring the resources of JPMorgan to that community and to those people each and every day.
I think JPMorgan is a very large place to be at. We have over 250,000 employees. And we serve millions of clients across global markets. And I think that speaks to how many resources and how many experts we have across the firm. And I view my job as someone who can take all of that and make that feel small and boutique for our clients and really tailor our services for our clients and what their families need.
I think the best part of my job is that I get to help my clients be assured that, while they focus on their business, I can help them navigate their financial future. They don't have to stress, knowing that they have a partner and someone to look out for them.
I like to tell people we have the greatest snow on Earth, but we also have the greatest opportunity. We have incredible people, resources. And we are able to bring the best of JPMorgan Private Bank here locally in Utah. We are global where it matters. And we're local where it really counts.
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[SOFT MUSIC]
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LOGO: J.P.Morgan. PRIVATE BANK. TEXT: 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, J.P. MORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES, SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.
Snowy mountains stretch beyond a highway and homes.
Text: Local Look, Salt Lake City.
A Chase branded high rise. Text: Danielle Wright, Managing Director, Market Team Lead, J.P. Morgan Private Bank Utah and Idaho.
(SPEECH)
The JPMorgan Private Bank team here in Utah and Idaho is unique because we value teamwork above all else.
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Employees have a meeting at a conference table.
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Not only do you have one advisor that's thinking about you day in and day out, you get the entire team and all of our expertise and resources and connections. And we work together on a daily basis. And that's something I'm the most proud of.
(DESCRIPTION)
She laughs and talks with two coworkers at that table. Text: Ryan McMahon, Private Banker, J.P. Morgan Private Bank Utah and Idaho.
(SPEECH)
There's few institutions that have the capabilities that the Private Bank has. You have thought leadership that's global in nature.
(DESCRIPTION)
Danielle sits behind her desk and meets with a coworker.
(SPEECH)
You have access to a banking platform, a lending platform, and all of the advice in and around trust and estate. And so to have all of those resources under one platform and to be able to engage with one team that gets to know you personally, I think is very unique and pretty special in the industry to have this available to clients, particularly here in Utah.
(DESCRIPTION)
An American flag flaps atop a government building with mountains in the background. Text: Glade Morley, Private Banker, J.P. Morgan Private Bank Utah and Idaho.
(SPEECH)
I love that this is a state full of builders who care about each other's growth and success and that we've created an economy and an environment that people can thrive and grow.
(DESCRIPTION)
He walks through the office on his phone.
(SPEECH)
Utah is home to me. I am so grateful that I had the opportunity to come back to my hometown. And I love that I get to bring the resources of JPMorgan to that community and to those people each and every day.
(DESCRIPTION)
Glade and Danielle walk and talk. Text: Diana Nguyen, Private Banker, J.P. Morgan Private Bank Utah and Idaho.
(SPEECH)
I think JPMorgan is a very large place to be at. We have over 250,000 employees. And we serve millions of clients across global markets. And I think that speaks to how many resources and how many experts we have across the firm. And I view my job as someone who can take all of that and make that feel small and boutique for our clients and really tailor our services for our clients and what their families need.
(DESCRIPTION)
She speaks with a client. Text: Ryan McMahon, Private Banker, J.P. Morgan Private Bank Utah and Idaho.
(SPEECH)
I think the best part of my job is that I get to help my clients be assured that, while they focus on their business, I can help them navigate their financial future.
(DESCRIPTION)
She walks and talks with a client.
(SPEECH)
They don't have to stress, knowing that they have a partner and someone to look out for them.
(DESCRIPTION)
She talks with coworkers. An outdoor sign reads: "Park City, 1884."
(SPEECH)
I like to tell people we have the greatest snow on Earth, but we also have the greatest opportunity. We have incredible people, resources. And we are able to bring the best of JPMorgan Private Bank here locally in Utah. We are global where it matters. And we're local where it really counts.
(DESCRIPTION)
Logo: J.P. Morgan, Private Bank.
Text: 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@j p morgan.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 N.A., Member F.D.I.C.. JPMorgan Chase Bank, N.A. and its affiliates, collectively J.P.M.C.B., 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, J.P.M.S., a member of FINRA and S.I.P.C.. Insurance products are made available through Chase Insurance Agency, Inc., C.I.A.., a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. J.P.M.C.B., J.P.M.S., and C.I.A. are affiliated companies under the common control of J.P.M.. Products not available in all states.
In Germany, this material is issued by J.P. Morgan SE, with its registered office at Taunustor 1, TaunusTurm, 6 0 3 1 0 Frankfurt Am Main, Germany, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht, BaFin, and jointly supervised by the BaFin, the German Central Bank, Deutsche Bundesbank, and the European Central Bank, E.C.B.. In Luxembourg, this material is issued by J.P. Morgan SE - Luxembourg Branch, with registered office at European Bank and Business Centre, 6 route de Treves, L-2 6 3 3, Senningerberg, Luxembourg, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht, BaFin, and jointly supervised by the BaFin, the German Central Bank, Deutsche Bundesbank, and the European Central Bank, E.C.B.. J.P. Morgan SE - Luxembourg Branch is also supervised by the Commission de Surveillance du Secteur Financier, CSSF, registered under R.C.S. Luxembourg B2 5 5 9 3 8.
In the United Kingdom, this material is issued by J.P. Morgan SE - London Branch, registered office at 25 Bank Street, Canary Wharf, London E14 5JP, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht, BaFin, and jointly supervised by the BaFin, the German Central Bank, Deutsche Bundesbank, and the European Central Bank, E.C.B.. J.P. Morgan SE - London Branch is also supervised by the Financial Conduct Authority and Prudential Regulation Authority. In Spain, this material is distributed by J.P. Morgan SE, Sucursal en Espana, with registered office at Paseo de la Castellana, 31, 2 8 0 4 6, Madrid, Spain, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht (BaFin), and jointly supervised by the BaFin, the German Central Bank, Deutsche Bundesbank, and the European Central Bank. E.C.B.. J.P. Morgan SE, Sucursal en Espana is also supervised by the Spanish Securities Market Commission, CNMV, registered with Bank of Spain as a branch of J.P. Morgan SE under code 1 5 6 7.
In Italy, this material is distributed by J.P. Morgan SE - Milan Branch, with its registered office at Via Cordusio n.3, Milan 2 0 1 2 3, Italy, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht, BaFin, and jointly supervised by the BaFin, the German Central Bank, Deutsche Bundesbank, and the European Central Bank. J.P. Morgan SE - Milan Branch is also supervised by Bank of Italy and the Commissione Nazionale per la Societa e la Borsa, CONSOB; registered with Bank of Italy as a branch of J.P. Morgan SE under code 8 0 7 6; Milan Chamber of Commerce Registered Number R E A M I 2 5 3 6 3 2 5. In the Netherlands, this material is distributed by J.P. Morgan SE - Amsterdam Branch, with registered office at World Trade Centre, Tower B, Strawinskylaan 1 1 3 5, 1 0 7 7 XX, Amsterdam. The Netherlands, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht, BaFin, and jointly supervised by the BaFin, the German Central Bank, Deutsche Bundesbank, and the European Central Bank. J.P. Morgan SE - Amsterdam Branch is also supervised by De Nederlandsche Bank, D.N.B., and the Autoriteit Financiele Markten, A.F.M., in the Netherlands. Registered with the Kamer van Koophandel as a branch of J.P. Morgan SE under registration number 7 2 6 1 0 2 2 0. In Denmark, this material is distributed by J.P. Morgan SE - Copenhagen Branch, filial af J.P. Morgan SE, Tyskland, with registered office at Kalvebod Brygge 39 dash 41, 1 5 6 0 Kobenhaven V, Denmark, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht, BaFin, and jointly supervised by the BaFin, the German Central Bank, Deutsche Bundesbank, and the European Central Bank, E.C.B.. J.P. Morgan SE - Copenhagen Branch, filial af J.P. Morgan SE, Tyskland is also supervised by Finanstilsynet (Danish F.S.A.), and is registered with Finanstilsynet as a branch of J.P. Morgan SE under code 2 9 0 1 0.
In Sweden, this material is distributed by J.P. Morgan SE - Stockholm Bankfilial, with registered office at Hamngatan 15, Stockholm, 1 1 1 4 7, Sweden, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht, BaFin, and jointly supervised by the BaFin, the German Central Bank, Deutsche Bundesbank, and the European Central Bank, E.C.B.. J.P. Morgan SE - Stockholm Bankfilial is also supervised by Finansinspektionen (Swedish F.S.A.), registered with Finansinspektionen as a branch of J.P. Morgan SE. In Belgium, this material is distributed by J.P. Morgan SE - Brussels Branch with registered office at 35 Boulevard du Regent, 1000, Brussels, Belgium, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht, BaFin, and jointly supervised by the BaFin, the German Central Bank, Deutsche Bundesbank, and the European Central Bank, E.C.B.. J.P. Morgan SE Brussels Branch is also supervised by the National Bank of Belgium, N.B.B., and the Financial Services and Markets Authority, F.S.M.A., in Belgium; registered with the N.B.B. under registration number 0 7 1 5 dot 6 2 2 dot 8 4 4. In Greece, this material is distributed by J.P. Morgan SE - Athens Branch, with its registered office at 3 Haritos Street, Athens, 1 0 6 7 5, Greece, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht, BaFin, and jointly supervised by the BaFin, the German Central Bank, Deutsche Bundesbank, and the European Central Bank, E.C.B.. J.P. Morgan SE - Athens Branch is also supervised by Bank of Greece; registered with Bank of Greece as a branch of J.P. Morgan SE under code 124; Athens Chamber of Commerce Registered Number 1 5 8 6 8 3 7 6 0 0 0 1, VAT Number 9 9 6 7 6 5 7 7.
In France, this material is distributed by J.P. Morgan SE - Paris Branch, with its registered office at 14, Place Vendome 7 5 0 0 1 Paris, France, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht, BaFin, and jointly supervised by the BaFin, the German Central Bank, Deutsche Bundesbank, and the European Central Bank, E.C.B.. under code 8 4 2 4 2 2 9 7 2. J.P. Moran SE - Paris Branch is also supervised by the French banking authorities, the Autorite de Control Prudentiel et de Resolution, A.C.P.R., and the Autorite des Marches Financiers, A.M.F.. In Switzerland, this material is distributed by J.P. Morgan Suisse S.A., with registered address at rue du Rhone, 35, 1204, Geneva, Switzerland, which is authorised and supervised by the Swiss Financial Market Supervisory Authority, FINMA, as a bank and a securities dealer in Switzerland.
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Text: This information is provided for informational purposes only. We believe the information contained in this video to be reliable; however, we do not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage arising out of the use of any information in this video. The views expressed herein are those of the speakers and may differ from those of other J.P. Morgan employees, and are subject to change without notice. Nothing in this video is intended to constitute a representation that any product or strategy is suitable for you. 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 to you. You should consult your independent professional advisors concerning accounting, legal or tax matters. Contact your J.P. Morgan team for additional information and guidance concerning your personal investment goals.
To 100 years in Utah, and many more
The Private Bank Utah recently celebrated the 100-year anniversary of JPMorgan Chase's presence in the state.
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Text, Celebrating 100 years in Utah, JP Morgan Chase and Company. Danielle Wright, Head of Utah and Idaho. The speakers are in an office setting.
(SPEECH)
JPMorgan Chase has been trusted for nearly two centuries, advising clients, building communities and helping where it matters. We are so proud to be celebrating 100 years of doing that right here at home in Utah.
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John Shane, Intermountain Market Executive.
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We're a collaborative group that finds the best solutions for our clients.
Or
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Tyler Petrowski, Technology and Disruptive Commerce.
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put more simply, doing first class business in a first class way.
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Henry Pham, Analyst.
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I have felt such a strong sense of belonging and acceptance regardless of my perspective, background, or culture.
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Ryan McMahon, Private Banker.
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I enjoy working for an organization that invests locally in our community. For example, JPMorgan has invested over $2.3 million to community development and programs to help those in need.
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Janet Turner, Branch Manager.
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Throughout the 28 years I've worked here with Chase, been really flexible with my schedule, and I really appreciated that as a single mom.
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Lori Tenney, Treasury Manager.
(SPEECH)
JPMorgan has put an employee assistance program in place. family members as well as themselves can get coaching sessions, as well as therapy.
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Griselda Flores, Banker.
(SPEECH)
I'm proud to work for a company that focuses on us as employees.
[MELLOW MUSIC]
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Celebrating 100 years in Utah, JP Morgan Chase & Company.
Important Information. Key Risks. This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Company ("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 dot support at JPMorgan dot 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 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 slash 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 slash 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 director 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 slash 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.
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 Incorporated; (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. Insurance products are made available through Chase Insurance Agency, Incorporated (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Incorporated 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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In Italy, this material is distributed by J.P. Morgan SE - Milan Branch, with its registered office at Via Cordusio, n.3, Milan 2 0 1 2 3, Italy, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht (Ba Fin) and jointly supervised by the Ba Fin, the German Central Bank (Deutsche Bundesbank) and the European Central Bank (ECB); J.P. Morgan SE - Milan Branch is also supervised by Bank of Italy and the Commissione Nazionale per le Società e la Borsa (CONSOB); registered with Bank of Italy as a branch of J.P. Morgan SE under code 8076; Milan Chamber of Commerce Registered Number: R.E.A. M.I. 2 5 3 6 3 2 5.
In the Netherlands, this material is distributed by J.P. Morgan SE - Amsterdam Branch, with registered office at World Trade Centre, Tower B, Strawinskylaan 1135, 1077 XX, Amsterdam, The Netherlands, authorized by the Bundesanstalt fur Finanzdienstleistungsaufsicht (Ba Fin) and jointly supervised by the Ba Fin, the German Central Bank (Deutsche Bundesbank) and the European Central Bank (ECB); J.P. Morgan SE - Amsterdam Branch is also supervised by De Nederlandsche Bank (DNB) and the Autoriteit Financiele Markten (AFM) in the Netherlands. Registered with the Kamer van Koophandel as a branch of J.P. Morgan SE under registration number 7 2 6 1 0 2 2 0.
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In France, this material is distributed by JPMorgan Chase Bank, N.A.-Paris Branch, registered office at 14, Place Vendome, Paris 75001, France, registered at the Registry of the Commercial Court of Paris under number 7 1 2 0 4 1 3 3 4 and licensed by the Autorité de controle prudentiel et de resolution (ACPR) and supervised by the ACPR and the Autorité des Marchés Financiers. In Switzerland, this material is distributed by J.P. Morgan (Suisse) S.A., with registered address at rue du Rhone, 35, 1204, Geneva, Switzerland, which is authorised and supervised by the Swiss Financial Market Supervisory Authority (FINMA) as a bank and a securities dealer in Switzerland.
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JPMS is a registered foreign company (overseas) (ARBN 1 0 9 2 9 3 6 1 0) incorporated in Delaware, U.S.A. Under Australian financial services licensing requirements, carrying on a financial services business in Australia requires a financial service provider, such as J.P. Morgan Securities LLC (JPMS), to hold an Australian Financial Services Licence (AFSL), unless an exemption applies. JPMS is exempt from the requirement to hold an AFSL under the Corporations Act 2 0 0 1 (Cth) (Act) in respect of financial services it provides to you, and is regulated by the SEC, FINRA and CFTC under US laws, which differ from Australian laws.
Material provided by JPMS in Australia is to "wholesale clients" only. The information provided in this material is not intended to be, and must not be, distributed or passed on, directly or indirectly, to any other class of persons in Australia. For the purposes of this paragraph the term "wholesale client" has the meaning given in section 761G of the Act. Please inform us immediately if you are not a Wholesale Client now or if you cease to be a Wholesale Client at any time in the future.
This material has not been prepared specifically for Australian investors. It: may contain references to dollar amounts which are not Australian dollars; may contain financial information which is not prepared in accordance with Australian law or practices; may not address risks associated with investment in foreign currency denominated investments; and does not address Australian tax issues.
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