JPM
What is address of the original headquarters of JPM?
23 Wall Street
Name a CIO Portfolio
MEP, MFI, Balanced, Conservative, Growth, etc...
Portfolio Line of Credit
Name the LA Growth Markets and each Team Lead
Westlake Village (Jake Furlow), Pasadena (Katie Brody), South Bay (Bill Dramis)
How many times a week do Christian and Matt eat Pick-Up Stix?
3.5
What are the four pillars of the Private Bank?
Banking, Investments, Lending, Trusts & Estates
What was the JPM stock price as of EOD yesterday (11/6)?
$325
COI
Center of Influence(s)
Name the two wealth advisors and one wealth strategist.
Wealth Advisors: Dustin Rever-Ginsburg, Stephanie Zaffos
Wealth Strategist: Natalie Staples
How many meeting rooms are in the client center?
5
Name three companies that JPM has acquired/merged with in the past.
Bear Sterns, Washington Mutual, Chase Manhattan, Bank One, Chemical Bank, etc... and First Republic
What is the relationship between interest rates and bond prices?
Inverse. As interest rates rise, bond prices fall; visa versa.
SOFR
Secured Overnight Financing Rate
How is Olivier related to Hubert de Givenchy & the Givenchy brand?
Olivier is his Hubert's nephew. Hebert founded the luxury fashion and perfume house of Givenchy in 1952.
How much did the American Hawaiian Steamship Company buy the city of Westlake Village in 1963?
$32 Million
John Pierpont Morgan was ticketed to sail on this ship before he fell ill and cancelled, avoiding a nautical disaster.
Titanic
What is the current federal funds target range and how many rate cuts have there been YTD?
3.75 - 4.00%
4 cuts
CMAP & CTAX
Customized Municipal Bond Portfolio
Customized Taxable Bond Portfolio
Name the 3 Diverse Wealth Initiatives in the LA Market
Asian Wealth Initiatives, Black Wealth Initiatives, Persian Wealth Initiatives
How many pieces are in the puzzle of the world according to Peter?
10 Billion
What is the relationship between JPM and Morgan Stanley?
J.P Morgan's grandson, Henry Morgan, founded Morgan Stanley in 1935.
How much money is sitting in checking, savings, and money market funds as of Q2 2025?
$21.8 trillion
TCP
Total Client Positioning
How long would it take to drive from South Bay to Century City to Pasadena to Westlake Village without traffic and with traffic?
1 hour 59 minutes (without traffic)
2 hours 40 minutes (with traffic)
What was JPM's 1-year revenue in the latest earnings report?
$1 trillion