Professional Services,
Apps,
Applications,
Technology,
Mobile,
Wireless,
Finance,
Personal Finance,
Online,
Screener,
Investment,
J. P. Morgan,
Institutional Investor,
Pulse,
Chase,
J.D. Power,
ETF,
Security (finance) They can also easily transfer money between their bank accounts and J.P. Morgan Self-Directed Investing accounts.
Key Points:
- They can also easily transfer money between their bank accounts and J.P. Morgan Self-Directed Investing accounts.
- Power named J.P. Morgan Wealth Management the #1 Digital Experience for Wealth Management Self-Directed Investor Satisfaction.
- “We’ve made significant improvements to the client experience in a short amount of time,” said Paul Vienick, Head of J.P. Morgan Online Investing.
- J.P. Morgan Self-Directed Investing customers can open an account in a few quick steps, and invest on-the-go.
Retrieved on:
Wednesday, March 27, 2024
Apps,
Applications,
Technology,
Personal Finance,
Mobile,
Wireless,
Finance,
Consulting,
Fintech,
Banking,
Professional Services,
J. P. Morgan,
Plan,
Retirement,
State,
Travel,
J.D. Power,
Chase Bank,
Life,
Real Simple,
Dream,
Engineering,
Chase,
Cryptocurrency J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans.
Key Points:
- J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans.
- Over 10 million customers are using Wealth Plan to update plans, get assistance to stay on track and get closer to their dreams.
- Customers have created more than double the number of total plans than in the whole history of J.P. Morgan U.S. wealth management before Wealth Plan.
- The Wealth Plan team, now under Ranjit Samra, who was leading the engineering and build-out of Wealth Plan, continues to make improvements in the tool.
Retrieved on:
Wednesday, March 13, 2024
Personal Finance,
Women,
Finance,
Banking,
Professional Services,
Hispanic,
Generation Z,
Consumer,
Asset Management,
BIPOC,
Depression,
The Ad Club,
Freedom,
ADHD,
IRTS,
Royal Television Society,
Mentorship,
ALL,
OCD,
FREE,
Breadwinner model,
JPMorgan Chase,
Movement,
Diane von Fürstenberg,
Chase,
Marketing J.P. Morgan Wealth Management and Daniella Pierson, founder and CEO of The Newsette Media Group, are teaming up to help empower people to build their financial freedom.
Key Points:
- J.P. Morgan Wealth Management and Daniella Pierson, founder and CEO of The Newsette Media Group, are teaming up to help empower people to build their financial freedom.
- The event, co-hosted by Daniella and Kristin Lemkau, CEO of J.P. Morgan Wealth Management, will feature powerful programming meant to inspire and give attendees the tools they need to help build their financial future and freedom.
- With the BE A BREADWINNER brand, Daniella Pierson wants to provide informative, inspiring, and actionable content to anyone interested in taking control of their future to achieve financial freedom and independence.
- In 2022, she was named one of Barron’s “10 People to Watch in Wealth Management” and inducted into Forbes’ CMO Hall of Fame.
Retrieved on:
Wednesday, January 24, 2024
Software,
Banking,
Mobile,
Wireless,
Internet,
Professional Services,
Business,
Personal Finance,
Data Management,
Apps,
Applications,
Technology,
Finance,
Consulting,
Online,
Commission,
Education,
Investment,
Fee,
J.D. Power,
Emotion,
J. P. Morgan,
Knowledge,
Retirement,
Chase Bank,
Real,
Fintech,
Institutional Investor,
Use,
Cryptocurrency J.P. Morgan Wealth Management’s Wealth Plan was named the #1 New Tool in StockBrokers.com’s 2024 Annual Awards , which recognize the best online brokerage and trading platforms.
Key Points:
- J.P. Morgan Wealth Management’s Wealth Plan was named the #1 New Tool in StockBrokers.com’s 2024 Annual Awards , which recognize the best online brokerage and trading platforms.
- Wealth Plan is a free digital money coach that helps Chase customers, including those who invest on their own with J.P. Morgan Self-Directed Investing, plan, save and invest for their goals, all in one place.
- Power recently named J.P. Morgan Wealth Management the #1 Digital Experience for Wealth Management Self-Directed Investor Satisfaction.
- “We’re investing in strengthening Self-Directed Investing, and Wealth Plan is a key feature for our customers,” said Paul Vienick, Head of Online Investing at J.P. Morgan Wealth Management.
Retrieved on:
Wednesday, September 13, 2023
Women,
African American,
Personal Finance,
Finance,
Asset Management,
Professional Services,
Consumer,
Other Consumer,
Habit,
Friends,
JPMorgan Chase,
Woman,
Research,
Risk,
Equity,
Entrepreneurship,
Outline,
Motivation,
Inclusion,
Knowledge,
Ageing,
Commercial,
White,
Family,
J. P. Morgan,
Cryptocurrency,
Nightclub,
Security (finance),
Black Black, Hispanic and Latina women have gained confidence in their investing knowledge in recent years and are investing to build generational wealth, according to new research from J.P. Morgan Wealth Management .
Key Points:
- Black, Hispanic and Latina women have gained confidence in their investing knowledge in recent years and are investing to build generational wealth, according to new research from J.P. Morgan Wealth Management .
- Here are 4 key takeaways from the J.P. Morgan Wealth Management 2023 Diverse Investor Study:
Black, Hispanic and Latina women respondents have gained confidence in their investing knowledge in recent years.
- Most Black, Hispanic and Latina women respondents started investing to build generational wealth and support their family and friends.
- Read more about the J.P. Morgan Wealth Management 2023 Diverse Investor Study findings here: https://www.chase.com/personal/investments/learning-and-insights/article...
To learn about ways to invest with J.P. Morgan Wealth Management, visit: https://www.chase.com/personal/investments
The J.P. Morgan Wealth Management 2023 Diverse Investor Study was conducted May 30 to June 13, 2023.
Banking,
Technology,
Professional Services,
Family,
Personal Finance,
Consumer,
Publishing,
Public Relations,
Investor Relations,
Apps,
Applications,
Other Education,
Business,
Communications,
Education,
Women,
Finance,
Consulting,
Fintech,
Real,
Chase Bank,
Woman,
McKinsey & Company,
Financial literacy,
J. P. Morgan,
Satellite navigation device,
Cryptocurrency J.P. Morgan Wealth Management’s Wealth Plan won a Real Simple 2023 Smart Money Award in the Financial Literacy category, securing its fourth industry award this year.
Key Points:
- J.P. Morgan Wealth Management’s Wealth Plan won a Real Simple 2023 Smart Money Award in the Financial Literacy category, securing its fourth industry award this year.
- Wealth Plan is a free digital money coach that helps Chase customers plan, save and invest for their goals, all in one place.
- Wealth Plan users can also schedule a video meeting and work with a J.P. Morgan advisor right in the Chase Mobile app.
- Wealth Plan launched in December 2022 and continues to earn recognition for helping people make smarter money decisions.
Mobile,
Wireless,
Technology,
Finance,
Fintech,
Banking,
Other Technology,
Professional Services,
Business,
Data Management,
Other Professional Services,
Plan,
Chase Bank,
Chase,
J. P. Morgan,
Cryptocurrency,
Satellite navigation device J.P. Morgan Wealth Management’s Wealth Plan was recognized as Best Digital Initiative and Best Use of Technology in Wealth Management in the 2023 Banking Tech USA Awards.
Key Points:
- J.P. Morgan Wealth Management’s Wealth Plan was recognized as Best Digital Initiative and Best Use of Technology in Wealth Management in the 2023 Banking Tech USA Awards.
- Since launching in December 2022, Wealth Plan has helped millions of customers make smart money decisions and plan for their goals.
- Wealth Plan is a free digital money coach that helps users plan, save and invest, all in one place.
- J.P. Morgan Wealth Management also ranked #1 in Customer Satisfaction with Wealth Management Digital Channels in the J.D.
J.P. Morgan Wealth Management’s Wealth Plan was named Best Personal Finance Product in the 2023 FinTech Breakthrough Awards.
Key Points:
- J.P. Morgan Wealth Management’s Wealth Plan was named Best Personal Finance Product in the 2023 FinTech Breakthrough Awards.
- Chase customers can also schedule a video meeting and work one-on-one with a J.P. Morgan advisor directly within Wealth Plan.
- “This is an amazing accomplishment for the Wealth Plan team in the first six months of launching the product,” said Kristin Lemkau, CEO of J.P. Morgan Wealth Management.
- For more information about Wealth Plan by J.P. Morgan Wealth Management visit www.jpmorgan.com/wealthplan
Retrieved on:
Tuesday, January 24, 2023
Professional Services,
Apps,
Applications,
Technology,
Finance,
Asset Management,
Banking,
Personal Finance,
Online,
JPMorgan Chase,
Chase,
Retirement,
Knowledge,
Chase Bank,
J. P. Morgan,
Security (finance),
Cryptocurrency,
Education,
Investment,
Retail J.P. Morgan Self-Directed Investing was named Best-in-Class for Education and Banking Services from StockBrokers.com as part of its annual review of the best online brokerage and trading platforms.
Key Points:
- J.P. Morgan Self-Directed Investing was named Best-in-Class for Education and Banking Services from StockBrokers.com as part of its annual review of the best online brokerage and trading platforms.
- J.P. Morgan also received strong marks for ease of use, investment options, mobile trading apps and commissions and fees.
- It’s the first year that J.P. Morgan Self-Directed Investing is recognized as Best-in-Class in Education and the second year in a row that it is recognized as Best-in-Class in Banking Services.
- Clients can also earn $50 when an eligible friend or family member opens and funds a new J.P. Morgan Self-Directed Investing account.
Retrieved on:
Tuesday, January 10, 2023
Professional Services,
Apps,
Applications,
Technology,
Finance,
Fintech,
Banking,
Personal Finance,
Transfer,
Chase,
EST,
Chase Bank,
Pay,
IRAS,
JPMorgan Chase,
IRA,
Roth IRA,
J. P. Morgan,
Financial services,
Financial adviser,
Investment J.P. Morgan Wealth Management launched QuickDeposit for Investments, enabling all clients to conveniently deposit checks into their investment accounts anytime from their phone.
Key Points:
- J.P. Morgan Wealth Management launched QuickDeposit for Investments, enabling all clients to conveniently deposit checks into their investment accounts anytime from their phone.
- This is another step in J.P. Morgan Wealth Management’s journey to building out its digital investment capabilities.
- “QuickDeposit for Investments allows them to do this efficiently and is an alternative to mailing a check or going to a branch.”
J.P. Morgan Wealth Management offers a full spectrum of services and products for clients to plan and invest.
- J.P. Morgan Wealth Management ranked #1 in Customer Satisfaction with Wealth Management Digital Channels in the J.D.
