J. P. Morgan Wealth Management
GPTKB entity
Statements (74)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:Wealth_Management
|
| gptkbp:acquisition |
Wealth Management Division of Bear Stearns
Wealth Management Division of Chase Manhattan Bank |
| gptkbp:ceo |
gptkb:Mary_Erdoes
|
| gptkbp:client_base |
gptkb:Individuals
Families Institutions |
| gptkbp:focus_area |
gptkb:market_research
gptkb:Risk_Management gptkb:investors gptkb:sustainable_development Portfolio Diversification Investment Strategy Development Regulatory Compliance Alternative Investments Behavioral Finance Debt Management Investment Strategies Client Relationship Management Client Education Cash Flow Management Tax Optimization Insurance Planning Financial Literacy Programs Financial Planning Tools Market Trends Analysis Client Reporting Financial Market Analysis Investment Performance Reporting Wealth Transfer Strategies Client Satisfaction Surveys Investment Policy Statement Development Financial Goal Setting Retirement Income Planning Client Feedback Mechanisms Client Onboarding Process Investment Risk Assessment Financial Planning Seminars Client Retention Strategies Investment Education Workshops Financial Statement Analysis Investment Performance Monitoring Wealth Management Technology Solutions Investment Policy Review Client Communication Strategies Investment Committee Meetings Investment Portfolio Review Education Funding Strategies Financial Planning Software Development Financial Technology Integration Investment Taxation Strategies |
| gptkbp:founded |
gptkb:2000
|
| gptkbp:headquarters |
gptkb:New_York_City
|
| https://www.w3.org/2000/01/rdf-schema#label |
J. P. Morgan Wealth Management
|
| gptkbp:number_of_employees |
Thousands
|
| gptkbp:offers |
gptkb:Bank
gptkb:trust Investment Advisory Philanthropic Advisory Credit and Financing Solutions |
| gptkbp:parent_company |
gptkb:J._P._Morgan_Chase_&_Co.
|
| gptkbp:parent_organization |
gptkb:J._P._Morgan_Chase_&_Co.
|
| gptkbp:part_of |
gptkb:J._P._Morgan_Asset_Management
|
| gptkbp:region |
Global
|
| gptkbp:revenue |
gptkb:Billions
|
| gptkbp:services_provided |
gptkb:Investment_Management
Estate Planning Financial Planning Retirement Planning |
| gptkbp:target_market |
High Net Worth Individuals
|
| gptkbp:website |
www.jpmorgan.com
|
| gptkbp:bfsParent |
gptkb:JPM
gptkb:J._P._Morgan |
| gptkbp:bfsLayer |
5
|