Short answers: “trust your CPC advisor with” - very little, “expect from them” - even less, absolutely nothing.

Long answers: are completely individualized. For me, about MY money, I trust no one. From my point of view, as a self-directed investor for 40 years, everyone else is primarily interested in transferring as much of my hard earned money from my wallet and mattress to their bank account, not how they can help my money and investments grow.

In my 5.5 years as CPC, I’ve “trusted” the JPM advisor with performing occasional logistical matters, transferring shares from a paper stock certificate to street name in my Chase/JPM account, transferring stock and/or mutual fund shares from an external account to Chase/JPM (to meet CPC minimums).

I’ve “trusted” the Chase CPC banker, who seems to change every few months, with a little bit more: finding a way for me to be eligible for a Ultimate Rewards promo for which I was not obviously eligible, helping to open a new trust checking account, changing the name of that account after the Chase legal dept messed it up, ordering new deposit slips, crediting back the outrageous fee charged for a handful of deposit slips, helping me find a new safe deposit box location when I was notified the Chase branch closest to my home where my safe deposit box was located would be closing and Chase offered nothing in terms of a new safe deposit box location.

Other people trust their advisor and their banker with much more. This is America, they’re happy to completely take over management (and ownership) of everything you’ve got. But, being America, their primary goal is to maximize Chase’s income and profits which is how they preserve their jobs. Please don’t be so naïve as to believe that they actually care about your financial appreciation, they only care about that to the extent it inspires you to pay Chase greater fees.

Think of your advisor as being like a UA or AA agent. They might possibly perhaps maybe find you the best award ticket price for a 4 segment, mixed class, multiple airline metal, multiple long haul, changeable ticket but you’ll have to hold their hand and watch them like a hawk throughout the entire process.