Originally Posted by
Wyfind
I spoke with my Chase Private Client investment advisor and asked him to do some research for me. He said he didn't know how someone can get into the JP Morgan Private Client side right now, but the internal talk among his colleagues is that Chase needs to finish converting First Republic branches into JP Morgan branches first.
Chase retail isnt going to have any idea or playing dumb for fear of losing an account.
Check out JP Morgan Wealth Partners Advisors. JP Morgan Private Client is part of their program:
JP Morgan Wealth Partners