Our Company View / Thought Leadership
What is JPMorgan Wealth Management’s approach to long-term investing?
Focus on diversification, risk management, and disciplined strategy.
How does my advisor receive live attendance credit for an AGP session?
Advisors must arrive on time and stay for the length of the session. Advisors are asked to join both Adobe and Zoom. Advisors are required to enter their SID at the end of each session to capture their attendance. Sessions cannot be rescheduled.
What are the three ways advisors can use Portfolio Insights?
What is Plan, Construct, and Compare.
Who is your recruiter?
What is Veronica San Agustin
What is the name of JPMorgan’s digital wealth management platform?
JPMorgan Wealth Management app or Chase Wealth Management platform.
Name one recent market outlook published by JPMorgan’s Chief Investment Office.
What is the Annual Long-Term Capital Market Assumptions report?
How is % 3 Month Leads & Referrals Worked calculated?
Leads and referrals accepted over rolling three months. Worked considers leads and referrals that are in the following categories: Closed Lost, Closed No Further Action, Closed Reassigned, Closed Won, Contact Attempted, Contact Made, Meeting Held, Meeting Scheduled.
What type of accounts are available to choose?
What is All open, non zero balance internal accounts, and external accounts entered through Financial Entry.
Name one program JPMorgan uses to recruit early-career talent.
What is The Wealth Management Analyst Program or Summer Internship Program.
How does AI enhance client service in wealth management?
By providing personalized recommendations and automating routine tasks.
What is a key theme in JPMorgan’s 2025 investment outlook?
What is resilience in global markets or the rise of sustainable investing?
Name one of the four pillars to consider when evaluating a candidate for NHWG.
What is Stability, Track History, Competency, or Risk.
What tool does JPMorgan offer for portfolio analysis and stress testing?
What is Portfolio Insights or Portfolio Analyzer.
What is the benefit of hiring advisors from diverse backgrounds?
What is Broader perspectives, better client outcomes, and innovation.
What is the role of data analytics in portfolio management?
To identify trends, optimize allocations, and improve decision-making.
Who is JPMorgan’s Global Head of Wealth Management?
Who is Kristin Lemkau?
In what month is the first progress report that has implications for bonus and performance management?
Month 9
How can you learn to use Portfolio Insights?
What is access the CWM Portfolio Insights resources on the CWM intranet > Portfolio Insights tile.
What is a best practice for onboarding new advisors?
What is Structured training, mentorship, and clear performance expectations.
Name a recent technology innovation JPMorgan has implemented for advisors.
Digital onboarding tools or enhanced CRM systems.
What is the purpose of JPMorgan’s “Guide to the Markets”?
To provide clients and advisors with data-driven market insights and trends.
When are AGP advisors considered a part of the flows denominator on the scorecard?
Their first full calendar year. New hires during the calendar year are not added to the advisor HC (denominator). However, any new hires that achieve the FY target will be added to the numerator with no impact to the denominator. New hires must reach AGP month 1 in order to be counted.
Name one recent trend in client portfolio preferences.
What is Increased interest in ESG investments or private market assets.
Name one of the four key elements we build our Private Client Experience around?
What is Business Growth, Development, Culture or The Strength of J.P.Morgan.
What is the benefit of using mobile technology for client engagement?
Real-time access to accounts, improved communication, and convenience.