Statements (61)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:financial_services
|
| gptkbp:focuses_on |
high-net-worth individuals
|
| gptkbp:founded_in |
gptkb:2000
|
| gptkbp:has |
gptkb:Accounting_Software
financial advisors investment strategies retirement accounts financial technology solutions wealth transfer strategies client feedback mechanisms client relationship managers market research capabilities investment research team client onboarding process online investment tools client investment portfolios |
| gptkbp:headquartered_in |
gptkb:New_York_City
|
| https://www.w3.org/2000/01/rdf-schema#label |
Chase Wealth Management
|
| gptkbp:is_associated_with |
gptkb:Chase_Bank
|
| gptkbp:is_involved_in |
alternative investments
philanthropic advising |
| gptkbp:is_known_for |
personalized financial advice
diversified investment options integrated financial services comprehensive financial services |
| gptkbp:is_part_of |
JPMorgan Chase's corporate structure
JPMorgan Chase's wealth management division |
| gptkbp:is_recognized_for |
client satisfaction
expertise in wealth management |
| gptkbp:is_regulated_by |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:offers |
insurance products
financial goal setting retirement planning services tax optimization strategies financial coaching portfolio management services trust services financial wellness programs investment management services socially responsible investment options real estate investment advice wealth accumulation strategies |
| gptkbp:operates_in |
gptkb:United_States
|
| gptkbp:part_of |
gptkb:JPMorgan_Chase
|
| gptkbp:provides |
financial planning
risk management services estate planning services wealth management solutions financial literacy resources investment education business succession planning financial risk assessment charitable giving strategies financial market insights investment diversification strategies investment performance reporting |
| gptkbp:serves |
individual clients
|
| gptkbp:subsidiary |
gptkb:JPMorgan_Chase_&_Co.
|
| gptkbp:bfsParent |
gptkb:Chase_Bank
gptkb:JP_Morgan_Chase |
| gptkbp:bfsLayer |
4
|