Membership Benefits
These specialists partner with back-office teams to resolve complex client requests end-to-end.
Who are the Client Experience Specialists?
True or False: PCSO may approve the wire submitted for the CPC client by PCPS Team
True
If qualifying balances are not maintained after the grace period, this monthly assessment applies.
What is $150 per month?
This leader can read in Korean.
Who is Jennilyn Orozco?
True or False: Non-profit organizations are eligible to enroll in a Membership Group.
What is False?
Members receive waived monthly service fees and this commonly used banking fee.
What are Incoming and Outgoing Wire Fees?
This is the monthly assessment if $1 million or more in balances is not maintained after enrollment and a 12-month grace period?
What is $150?
This is the minimum qualifying balance a Primary Member must maintain to keep membership complimentary.
What is $1 million?
This leader is easily influenced by beauty content and will buy expensive makeup, watch endless tutorials, try it one, fail then gift it to their sister.
Who is Maria Erica E. Grutas?
Businesses owned by this person or their enrolled household member may qualify for Membership Group inclusion.
Who is the Primary Member?
Clients with at least this much in qualifying balances may be invited to apply for J.P. Morgan Reserve.
What is $5 million?
Clients enrolled in JPMPC will have a Zelle limit up to _______ per transaction on their personal and business deposit accounts.
What is $15,000?
New Primary Members receive this amount of time to consolidate qualifying balances.
What is 12 months?
This leader was the main flyer on the high school cheer squad for four years and continued flying in college.
Who is Eunice Aquino?
A Primary Member cannot extend benefits to someone if this is their only relationship with J.P. Morgan.
What is being co-owners of a business?
Members receive access to these experts who assist with retirement, tax, trust, and estate planning.
Who are the Private Wealth Planners?
After enrolling to JPM Private Client program, primary members receive a ______ grace period to consolidate balances and experience benefits before membership plan fee assessment.
What is 12-month?
These members receive the same benefits as the Primary Member but are not individually responsible for maintaining qualifying balances.
Who are Group Members?
This leader joined a singing contest because of a dare
Who is Benj Gusad?
Name two types of clients or businesses that are ineligible to enroll in a Membership Group.
What are?
This travel company provides complimentary luxury travel consulting as a JPMPC benefit.
What is Valerie Wilson Travel (VWT)?
Cases submitted for phone / email updates using Case Type: ________, Case Sub Type: __________ with description specifying actual maintenance request as this would require HRV attestation.
What is Account Maintenance-Business, Address Change
Priya Patel is the Primary Member. She owns 60% of Patel Consulting LLC. Her husband, Raj Patel, owns 10%, and her sister, Anjali, owns 30%. In addition, Raj manages Reddy Real Estate Group and has 30% ownership. Raj and Priya live together, while Anjali lives nearby. Priya is also the trustee of the Patel Family revocable trust. Raj Patel also has Power of Attorney for his sister Swati Kulkarni, who has investment accounts with balances exceeding $2 million. Who is eligible to be included in the membership group? (Select all that applies)
1. Priya and Raj Patel
2. Patel Consulting LLC
3. Reddy Real Estate Group
4. Patel Family Revocable Trust
All of the above
This leader has a license to perform internationally as a singer. They used to join amateur singing contests and had a room full of trophies for winning those competitions.
Who is Irma Joy Rallonza?
Businesses that are owned by the Primary Member or an enrolled household member to the Primary are eligible to be included in a Membership Group. To be eligible, the business must be one of these types of entities. Name at least four (4).
What are?
Partnership
General Partnership
Limited Partnership
Joint Venture
Limited Liability Partnership
Limited Liability Company
Member-Managed LLC
Manager-Managed LLC
Limited Liability Limited Partnership
Limited Partnership
Corporation
S-Corporation
C-Corporation
Sole Proprietorship