JPMorgan Chase
JPMorgan Chase is one of the largest and most complex financial institutions in the United States, with nearly $4 trillion in assets. It is organized into four major segmentsconsumer and community banking, corporate and investment banking, commercial banking, and asset and wealth management.
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As part of a new alternative investments group, the recruits’ focus is to help customers place money into hedge funds and private equity strategies.
June 14 -
Wirehouses, broker-dealers and banks unveiled client-friendly policies while asking the agency for further delays.
June 8 -
The wirehouse's latest hire has 21 years of industry experience.
May 31 -
One refused to cooperate with an investigation into allegations that he engaged in unauthorized trading in two customers' accounts.
May 18 -
As second-story advisers, they can focus on servicing their books without the burden of helping the branches with training and sales development.
May 17 -
Nine executives were recently tapped to lead wealth management and related investment services groups at several financial institutions, including Fifth Third, Huntington and J.P. Morgan Chase. Find out who they are and what their new roles entail.
May 15 -
The rep declined to provide the regulator with documents it needed to investigate allegations that she converted $13,000 for personal use.
April 18 -
First-quarter revenue jumped 9% year-over-year even as the number of advisers fell by 10%.
April 13 -
The firm previously told some customers they would be transferred from their advisers to a self-managed system, but then backtracked and said it's holding off on the changes.
April 12 -
The regulator now has punished just one known person associated with the bank's admitted nationwide fiduciary violation: the RIA who flagged abuses.
April 12
