Business Channels
This channel is for clients who want to trade on their own
What is Self- Directed Investing?
This account is owned by an individual but an advisor has the authority to make investment decisions
What is a managed account?
A pooled group of advisors make up this business channel.
What is National Branch?
These investment products are shares of ownership in a company
What are stocks?
Chase Wealth Management advisors are not compensated on Households with investable assets below this number.
What is $100k?
This is the standard type of account for buying/ selling investments
What is a brokerage account?
Branch-based advisors working with One Chase partners are found in this channel.
What is Chase Wealth Management?
Loans to governments or companies that pay regular interest and return your money at maturity
What are bonds?
Clients who want to work with a local branch advisor use this channel.
What is Chase Wealth Management?
Examples of this type of account are IRAs and 401(k)s.
What is a retirement account?
Wealth Advisors or Wealth Partners serve as the single point of contact for sophisticated clients here.
What is J.P. Morgan Advisors?
A fund where many investors pool their money, and a professional manager invests it in a mix of stocks, bonds, or other assets
What are mutual funds?
This channel serves high and ultra-high net worth clients who want expert advice across their financial life.
What is J.P. Morgan Advisors?
Accounts for minors, managed by an adult until the child reaches maturity are called what?
What is a custodial account?
These advisors have moved out of the branch and now sit in an office, focusing on affluent clients with a minimum of $1M of investable assets.
What are Select Advisors?
A fund that holds a collection of investments and is traded on the stock market
What are ETFs?
This is the fastest growing business channel, growing at 11% CAGR.
What is Self-Directed Investing?
Typical uses for this account are estate planning and asset protection.
What is a trust account?
This advisor type is segmented by asset levels and receives salary & bonus, no commissions.
What is J.P. Morgan Investments Direct?
Investments outside of traditional stocks and bonds, such as real estate, hedge funds, or private equity
What are alternative investments?