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.
-
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 -
The rep was suspended for 15 months and fined $15,000 for engaging in the purported scheme and accepting a $50,000 cash gift from a customer, FINRA claimed.
April 11 -
Which firms showed “meaningful progress” in improving client experience? And which one slipped?
April 11 -
Wealth management executives command large enterprises at many financial institutions and are getting paid handsomely for it.
April 11 -
To save time and money, the megabank is embracing machine learning-driven tools.
April 5 -
The rep initially alleged his wallet had been stolen and someone forged his signature. He later claimed he must have been drugged.
March 15
