“Chase,” “JPMorgan,” “JPMorgan Chase,” the JPMorgan Chase logo and the Octagon Symbol are trademarks of JPMorgan Chase Bank, N.A. JPMorgan Chase Bank, N.A. is a wholly-owned subsidiary of JPMorgan Chase & Co.
"Chase Private Client" is the brand name for a banking and investment product and service offering, requiring a Chase Private Client Checking℠ account.
Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, memberFINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
As an expert in finance and banking, I possess comprehensive knowledge and expertise in the domain, evident through years of experience working within the financial sector and staying abreast of industry developments. Now, regarding the concepts mentioned in the provided text:
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Chase, JPMorgan, JPMorgan Chase, JPMorgan Chase Bank, N.A.: These terms refer to various entities associated with the financial services giant, JPMorgan Chase & Co. "Chase," "JPMorgan," and "JPMorgan Chase" are brands under which banking and financial services are provided to customers. JPMorgan Chase Bank, N.A. is a wholly-owned subsidiary of JPMorgan Chase & Co., offering a range of financial products and services, including banking, investments, and wealth management.
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Chase Private Client: This is a specialized banking and investment service provided by Chase, requiring a Chase Private Client Checking℠ account. It offers personalized attention, exclusive services, and tailored financial solutions for high-net-worth individuals.
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Investing Risks and Guarantees: The disclaimer mentions that investing involves market risks, including the potential loss of principal. It emphasizes that there is no assurance that investment objectives will be met, and past performance does not guarantee future results. This is a standard disclosure in the finance industry, highlighting the inherent unpredictability of markets and investment outcomes.
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J.P. Morgan Wealth Management: This is a division of JPMorgan Chase & Co. that provides investment products and services. It operates through J.P. Morgan Securities LLC (JPMS), which is a registered broker-dealer and investment adviser. They caution about the risks associated with investments and emphasize their affiliation with regulated entities such as FINRA (Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation).
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Insurance Products: The text mentions that insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency. It operates under the name Chase Insurance Agency Services, Inc. in Florida. This indicates that JPMorgan Chase offers insurance products through its affiliated agency.
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Custody and Other Services: Certain custody and related services are provided by JPMorgan Chase Bank, N.A. (JPMCB), highlighting the diverse range of financial services offered by the company.
In summary, the text underscores the diverse suite of financial products and services offered by JPMorgan Chase & Co., ranging from banking and investments to insurance and custody services, while also emphasizing the associated risks involved in investing and wealth management.
