Anyone use JPM wealth management for financial planning? Worth it?

like
Posting as :
works at
You are currently posting as works at

Nah, just have an emergency fund, max 401k / HSA, buy VTI and otherwise don’t think about it

like

It’s not just that. It’s also figuring out budgets and planning for kids, their colleges, retirement, etc.

Paid wealth management services generally aren’t worthwhile if you’re just a w2.

like

I’d just talk to a Morgan Stanley person. Lots of opportunities for investment open up when you use MS and you don’t have to pay $900 for your Amex anymore!

likesmart

I wasn't impressed with Chase when I was looking into getting a financial advisor. They just didn't seem to be as knowledgeable as my financial advisor at Morgan Stanley.

My advisor recently switched to Charles Schwab because they have a better pricing model for clients and they have better ai tools for financial advisors. Thus far, I think Schwab's app has less features for clients than Morgan Stanley's does and (from what I can tell online) their savings account interest rates are well below market.

like

Man, Morgan Stanley has entered the chat

Related Posts

The mid-level associate who directly supervises me isn’t being responsive. I am worried about missing a deadline. Should I keep pinging him? Figure it out on my own? Reach out to someone above him?

like

How did you give notice you were lateraling to people you like? Particularly if you haven't been there that long?

I'm lateraling to another firm because frankly I think the management of this one is terrible, but the people (and individual partners) I actually work with are awesome. I've only been here for about 18 months, so I imagine that short time frame will make it extra awkward 😬

like

Finally accepting that I have too many grey hairs that I can’t just pluck them any more. What’s the best way to color speckles of grey while optimizing for cost/time/quality? Do those boxes of hair coloring at the grocery store actually work or should I get it done professionally? 🤔

like

Had anyone gone from a med tech (MT/MLS) to LIS? What the pay more or less? I was offered a position with their second offer being 7k less than I make now. How can I negotiate more even if it’s a “change of career”..

like

Are there any Certified SCRUM Masters, or Certified SCRUM Product Owners here?

I just got the certifications and I am wondering if it would be worth it take the more advanced courses (paying out of pocket).

like

What are some good practices during the sales phase of a potential project to execute before the contract is signed? Seems obvious but would love some ideas on standard operating procedures that help with seamlessly handing over a signed contract to the account team. For example, speaking to the potential client explicitly about their role in staying on schedule, reviewing scope creep consequences, etc.

like

Hi Friends,

Please suggest which company to join :

EPAM Systems : 23 LPA
Siemens Technology : 24 + 1L JB
Boeing : 26.5 + 1 L JB
Wells Fargo : 25 + 2.8 Variable
McAfee : 25.7

YOE : 8 , Technology : .NET Fullstack/Angular/Azure

like

Hello!
Do we have a provision to work from another country for a brief period? Does it impose any challenges business wise? I need to visit my bf and thinking to spend at least 2 months. Has anyone done it before?

like

What is the best tool for hiring teachers?

like

M here. Where can I find slim tees with a slightly longer length? Not to the extent of longline tees where it’ll go past my ass but long enough that I don’t have to worry about it turning into a crop top when I raise my arms

like

Male swim trunk brand recommendations? Prefer shorter slimmer European cut

like
like
like

Hi Fishes

Please let me know what will be the TDS cut and approx in hand salary for below salary

Post Photo
like

Anyone here broken into real estate private equity from big 4 consulting? What steps did you take to jump into RE PE? What gaps in knowledge did you have and how did you fill them? Outside of the knowledge gaps what other things do you think you needed in order to get into RE PE?

like

Confronted client today about partner forcing us to travel while client site has travel restrictions. As a result is team is remote next week. Counting down days till I get rolled off/fired now lol

like

Hi everyone, applied for an investment consulting internship few weeks back.
It's a client facing job, but it might come at a later stage of a job, maybe after finishing my internship and getting a job offer.
I'm interested to know what is the must develop skills, must take courses or must read books to get insight, develop the required knowledge and skills for the position. I majored in business management finance and currently preparing for CFA level 1. Thanks in advance ☺️

like

I work at a small, 3 lawyer firm. One of the lawyers is not barred in the state we practice. Because of this, the managing attorney has been having him draft motions and other legal documents and use my name and bar number and having me file them because I will have to appear in court for the matter. Is this normal? I am not provided time to review the materials before I file them so I end up working longer days because I am nervous to file something using my name and bar number.

like

Additional Posts in Law

I need an assistant/paralegal. Probably part time at first. I live/work in a small city in Oklahoma, solo practice. I would like approx 10 billable hours/week (if part time) from them. What do i look for in one? Pay amount? (Most here make around $12/hour). Incentives for bonus money?

like

Is anyone aware of a tax software (e.g., TurboTax) for preparing a form 706? For personal use, so cannot be a commercial license only product.

like

How many billable hours per week is considered at capacity? I’m getting pushback on boundaries I’m setting about additional matters and marketing work from my firm when I’ve been billing 60-75 hours per week for the last 6 weeks, and I’m still behind on my work. I feel like it’s reasonable to not kill myself further to fit in more/turn things around faster at this point, but am I being unreasonable? I expect my workload to remain at this level through the end of the year at least.

like

Any insight into Richards, Layton, & Finger out of Wilmington, Delaware?

like

For those who work for Axiom, what percentage of the engagements offered are full-time vs. part-time? Thank you!

like

Where did you get your leather briefcase/satchel? What are features you will be looking for in your next one?

likefunny

I have a car lease that I’m trying to get rid of in NY. My in-laws want to buy the car from my lease and give it to their mom, but I would have to buy the car out myself and then transfer the title. The plan is to have 3 people write a check to me for $10k each as a gift. Then I buyout the car using $30k. When I transfer the title to their mom, do they have to pay the tax? The buyout price ($30k) already includes sales tax, and if we have to pay tax again to transfer the title, it’s 👎

like

I found out a soon to be 2nd year associate got a 10k raise making his salary 110k now, while I, the soon to be 3rd year associate got a 2k raise making my salary 107k. So now the 2nd year male associate is making more money than me. How do I bring this up to the partners?

like

What is the expectation at your firms about coming into work after making your billable hours requirement? Asking especially for those who do not get a bonus per extra hour billed over the minimum.

like

Is it possible to get another law firm job after being fired from one (Big Law)?

like

I currently work as a 2L for a small firm that pays below the average rate for law student clerks. I’m grateful they even pay me what they do. However, I’d love sound advice for asking for a raise.

like

Joining a big(ish)law litigation/investigations practice group in a few weeks. Only biglaw friends I have do transactional so I see what their schedules are like but not sure how lit compares.

Anybody have any insight into how lit is different? Is it more predictable/regular? Less? What do you think the major differences (beyond substance obviously) are between the two?

like

What is a reasonable pay increase + bonus? This will be my first pay increase. I make 70k and I will be starting my second year at big law (immigration). I had 2 years of prior experience before joining the firm. My manager rated me highest in all areas and mentioned she recommended me for promotion but it may not happen until next cycle since there are limited number of promotions to give. I will get a pay increase regardless so I want to negotiate in case I don’t get a “good” increase.

likehelpful

Any advice on broaching the subject of working on Sundays as a committed Christian?

like

Can anyone explain why insurance defence work in the US is such a terrible place to be? I work in insurance defence / coverage (financial lines) based in London and it doesn’t seem like it has as negative of a reputation as it does in the US, why is that? 👀

like

I’m about to give my notice at a firm I’ve been at for the majority of my legal career. They’ve recently offered me non-equity partnership (which I’ve accepted), w equity partnership on the horizon. However, I’ve been annoyed with their way of running the business and getting between me and my earnings far too long; and I received a lucrative offer to go in-house. I’m not looking forward to their reaction and feel bad about them having to take over my docket when everyone’s very busy. Any tips?

like

I am currently a gov attorney at a major metro area in the northeast. I recently received an offer from a ID private firm (1900 billable hours) in the area for about 40k more than my currently salary. I was going to accept, but now I’m having second thoughts about leaving a secure gov job with good benefits. Really not sure what to do.

like

Brand new baby lawyer dumb question - I am tasked with drafting response to request to produce. How long should this take? And follow up… how do I bill this?

like

Protocol for responding (or not) to unsolicited emails from recruiters to your work email? In other words, is it acceptable to just ignore without a response? Or do you prefer to keep the line open with a brief “thanks for thinking of me, I am not interested at this time but hope we can collaborate in the future.”

like

Too few big law firms have CEOs / CFOs -- lawyers are not trained to be managers

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal