Chase Financial Advisors

GPTKB entity

Statements (47)
Predicate Object
gptkbp:instance_of gptkb:Investment_Management
gptkbp:client_base High Net Worth Individuals
Institutional Investors
gptkbp:community_involvement Sponsorship of Local Events
Charitable Donations
Financial Literacy Programs
gptkbp:customer_feedback Positive Reviews
High Satisfaction Ratings
Client Testimonials
gptkbp:founded_in gptkb:2000
gptkbp:has_awards Best Financial Advisors 2021
Top Wealth Management Firms 2022
gptkbp:has_leadership CEO: Jamie Dimon
CFO: Jennifer Piepszak
COO: Gordon Smith
gptkbp:has_location gptkb:United_States
gptkbp:has_partnerships_with gptkb:Goldman_Sachs
gptkb:Black_Rock
gptkb:investors
gptkbp:has_website www.chase.com
https://www.w3.org/2000/01/rdf-schema#label Chase Financial Advisors
gptkbp:investment gptkb:sustainable_development
Long-Term Growth
Client-Centric Approach
gptkbp:investment_strategy gptkb:Risk_Management
Asset Allocation
Diversification
gptkbp:is_a_platform_for gptkb:Chase_Investment_Platform
gptkb:Chase_Mobile_App
gptkbp:marketing_strategy Digital Marketing
Content Marketing
Client Referrals
gptkbp:number_of_employees Over 1000
gptkbp:parent_company gptkb:JPMorgan_Chase
gptkbp:products gptkb:Bonds
gptkb:Exchange-Traded_Funds_(ETFs)
Mutual Funds
Stocks
gptkbp:regulatory_compliance gptkb:FINRA
gptkb:SEC
gptkbp:serves_client_type gptkb:Individuals
Businesses
gptkbp:services_provided gptkb:Investment_Management
gptkb:Wealth_Management
Retirement Planning
gptkbp:bfsParent gptkb:Chase_Home_Finance
gptkbp:bfsLayer 5