Our Company View / Thought Leadership
What is JPMorgan Wealth Management’s approach to long-term investing?
Focus on diversification, risk management, and disciplined strategy.
What does AGP stand for in JPMorgan Wealth Management?
What is Advisor Growth Platform.
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?
In what year was the AGP launched?
What is 2021?
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.
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?
What is a primary goal of the AGP initiative?
What is To empower advisors with technology and resources for growth.
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.
How does AGP support advisor development?
What is Through training, digital tools, and enhanced client service capabilities.
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.