J.P. Morgan Private Bank
J.P. Morgan Chase & Co.
Economics
Public Markets
Tampa Office
100

Definition of Private Banking

What is personalized financial services for HNW-UHNW individuals?

100

The CEO of J.P. Morgan Chase & Co.

Who is Jamie Dimon?

100

The acronym "GDP"

What is Gross Domestic Product?

100

Issues and backs the safety of Treasuries

What is the full faith and credit of the U.S. Government?

100

Market Manager of Greater Florida

Who is Chris Brandriff?

200

The minimum net worth for an individual to be a client of the Private Bank

What is $5MM?

200
The city of J.P. Morgan Chase's Head Quarters
What is New York City?
200

CPI is a well-known indicator of

What is inflation (change in consumer prices)?

200

U.S. Stock Market hours (EST)

What is 9:30AM - 4:00PM?

200

Who are the analyst/associate managers?

What is Michael Flores and Briana McDougall?

300

Four pillars of the Private Bank

What is Banking, Lending, Investments and Planning?

300

The J.P. in J.P. Morgan Chase

What is John Pierpont?

300

A sustained period of weak or negative growth in real GDP accompanied by an increase in unemployment

What is recession?

300

2 of 3 rating agencies on Wall St.

What is Standard & Poor's, Moody's and Fitch?

300

2 Private Bank office locations South of Tampa

What is Naples and Miami?

400

The CEO of the Private Bank

Who is David (Dave) Frame?

400

The stock price of $JPM as of this morning

What is $239.56? ($230-$240)

400

Four stages of the economic cycle

What are expansion, peak, contraction and trough?

400

Bid vs. Ask

What is Bid is the highest price a buyer will pay and Ask is the lowest price a seller will sell?

400

Andrew's last name

What is Smith?

500

Difference between Single Coverage and Partner Coverage model

What is $5-25MM investable assets for Single Coverage (banker acts as investor and advisor) and $25MM+ investable assets for Partner Coverage (banker partners with investor)?

500

Line of business that is the largest contributor to J.P. Morgan Chase's source of revenue

What is Consumer & Community Banking?

500

The size of U.S.' debt

What is $34 trillion?

500

Closing price of the S&P 500 yesterday (Tuesday)

What is 5,983.99? (5,800-6,000)

500

Address and suite number of the Tampa office

What is 100 N Tampa St. Tampa, FL 33602
Suite 3300

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