J.P. Morgan Chase & Co. and its affiliates do not provide tax advice. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with J.P. Morgan Chase & Co. of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.
Deposit accounts subject to approval. Deposit products and services offered by JPMorgan Chase Bank, N.A. Member FDIC
“Chase Private Client” is the marketing name for a product and service offering. Bank products and services, including fiduciary and custody products and services, are offered by JPMorgan Chase Bank, N.A. and its affiliates. Assets held under these products and services are segregated by law and are not subject to FDIC or SIPC coverage.
Securities (including mutual funds and variable products) and investment advisory services are offered through J.P. Morgan Securities LLC (JPMS) or affiliated broker/dealers. Annuities and insurance products are provided by various insurance companies and offered through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, a member of FINRA, NYSE, SIPC, and CIA are affiliates ofJPMorgan Chase Bank, N.A. Products not available in all states.
INVESTMENT AND INSURANCE PRODUCTS:
NOT A DEPOSIT • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NO BANK GUARANTEE • MAY LOSE VALUE