Hey guys.. Is chase private banking and jp Morgan investment banking good way for managing my investments? I'm looking to build a portfolio of mutual funds with 2-3 years horizon

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

If Deloitte you should just do Vanguard. It makes things way easier. In my 15 years I’ve learned.

like

I have chase private client which I got through my wife’s family who has their upper middle class savings in chase and JPM investment accounts. There’s never any fees for atm or wires but I don’t really use either much. The JPM investment advisors have been largely incompetent IMO. I asked if one could explain to me the sharpe ratio and he was completely dumbfounded. That said, I think if you’re balling then they’ll give you CFA / MBA level advisors. Most of what the JPM guys do is try to sell you into mutual funds or other investment products. Chase private client provides an immaterial monetary benefit to me unlike my airline and hotel status

like

Following

Following as well

Thanks D1

Related Posts

What's wrong with SAP stock prices ? It's downfall is from last 5 years!

likesmart

Is it true that some* debt is good debt. I’m referring to student loans, interest is ranging from 2% - 5% (all federal loans). Total is 20k, is it smarter to pay it off immediately and ASAP or just stretch and put the extra money into investing? Note I just graduated this year, thank you guys :)

like

FYI Amex offer for Allen Edmonds. Spend $300 get $90

like

Hey, I am planning to visit India for H1B Visa stamp. I am yet to pay fee for booking the Interview slot.
Anyone who is able to see the slots available can you please share of dates are available in early May for any consulates in India?

Thanks in advance!

like

Hi Members,
I am looking for Visa Sponsorship for Canada, Europe for C,C++, VC++, Active X, COM, C#, VB.net, SharePoint developer with 12 years of software development experience.

like

Investing US 50k per year on a joint income of 170k. This on top of mortgage payments for a 400k penthouse. How does this look?

like

Who all is looking to buy a house and in what area?

I'm a SWE from Italy. Love my country but salary and taxes here are outrageous. Got 2yrs experience in fullstack and data science, 2masters, a peer reviewed paper and outperform all my peers for 24k€ a year.
I'm thinkin about landing a remote SWE job (leetcoding and building a portfolio this summer).
Have you got some advice? Is it possible to work for US remotely without visa? What other countries pay well? Is it possible to land a 100k$+ with this kind of experience and working from Italy?

like

Hello Fishes, How much Amex can offer on Product Owner role at 14 years of exp ??

like

Please suggest best Term life insurance for 24 year old, maybe for payment tenure of 5 or 10 years, 1.5 crore for 75 years.
Is it sensible to invest in mutual fund + term life joint plan?

like

Associates - Care to share your rough budgets (income, spousal income/family support, rent, monthly spending, student loan payments, savings, etc.)?

like

Who bought some Bitcoin on Black Friday?

like

Hey Fishies!

Property owner wizardry required-

1.First home buyer lesson you wouldn't do again
2.First home buyer lesson you would do again

Just keep swimmin' - THANK YOU!

Who / what do you list as your contingent beneficiary when your spouse is your primary, you don’t have children, and you don’t have anyone in your family you trust with your finances if something were to happen?

like

I'm working on a Fintech startup related to commercial banking pricing. We would like to do some "expert interviews" with current RMs (we would compensate your time.) We want to better understand the friction points when it comes to price C&I or CRE loans. Please DM me if you are interested.

We are not looking for any private information, but more anecdotal evidence of issues that can be improved.

like

Are we on recession? My portfolio is super down - low cost ETF investor here

like

Put all your money in crypto. It’s done going down.

like

Hey fishes, what if -

I get my h1b stamped at my home country with my current company
THEN switch to another company will I have to get the visa restamped?

like

Recently accepted a role in the Visa NY office, starting in 2 weeks. Anyone have tips on the culture in the NY office? How hybrid is it really? Vibe in the office, dress code, etc?

like

S&P Global Hello Fishers! Need your suggestion, which company to choose!
YOE- 2.3 Domain - Data Analytics

Offers: Pitney Bowes - 16 LPA Fixed + 1.5 Joining bonus TechStack-Power-BI+SQL+Throughtspot+Qualtrics

S&P Global- 14 LPA Fixed+ 5% variable + 1 JB Tech stack- AWS + Python + Postgresql

IQVIA - 12.37 LPA Fixed+ 1 LPA Variable Tech stack - SQL+ Exel+ Tableau+ Python Guys need your help & suggestions. KPMG Deloitte Accenture EY PwC Paypal JPMorgan Chase Goldman Sachs Bank of America SAP Siemens

More Posts

like

I was offered a associate manager job in quality in HCL technologies which is in sector 126.... Can someone confirm how much should I expect... My current package is 6.55 lpa and I have total 7+ yr exp and 5.5 relevant exp in quality auditing.

BNP or Bank of America ?

Culture & Work Life balance, which is better ?

like

Hello fishes, Will BNP Paribas delay onboarding to lateral hires?

Best practices to avoid burning out in FDD?

like

For all the 🐠 that switched from consulting to product, which role provided you with more tangible skills? I know I’m making some broad strokes here, but thought it might open other discussions as well

like

Hi All,

I have recently received an offer letter from Finicity - MasterCard company. My job role is the Senior technician support role with Level 8.

I am holding an offer of 12.2LPA having 4.4 yrs of experience in Citrix Administration.
MasterCard is offering me 13.5LPA as fixed pay and 7% as variable pay.

Not ready to negotiate more, should I accept the offer?

like

How would ne product Mangager salary slab?
YOE: 6years

like

I want a review for netcracker. Have an offer from mastercard 30.8 L (28 fixed and 2.8 variable) +1 L bonus
And Netcracker offering 32fixed in along with free transport and food coupans. Also told they are working on latest tech stack
Mastercard is not ready to revise offer
Shall I choose netcracker in this case?
Position Java backend dev with 8.7y exp


Position java backend dev
Exp 8.7y

like

What are the testing based client projects in Accenture which has API automation and new automation testing tools.

like

I am in search of a contact of an employee of Deutsche Bank Pune can someone help on that note

Hi All! Has anyone heard of a company called Stash? They are a series G funded Startup with $425 million totally funding. The role is for product management and base is 140k with a 5% EOY bonus. I really am not sure how i feel about it and was wondering if anyone had heard of it / knows about it and can give me their opinion? I have 3 YOE as a Product Manager

like

I recently switched to a developer role in a product based company from a support engineer for past 4 years in a service based company. I got a good hike as well.

Since I did it I think anyone can do it. Let me know if my experience can be of your any help.
Happy to help!

likesmart

Hi Fishes,
What should be the salary for Manager / Sr Manager having 14+ yoe in project/product service operations? I am at 32 lpa which I think is quite low having worked with top consulting firms for close to 12 years.

like

Every time I speak to my director (at least twice a week), he works in how he is getting older into the conversation(humorously). For instance, he forgot something non-work related, said “sign of old age”. He recently told a story, said, this is how old people talk. He likes to come across as a grandfatherly figure, but I’m not sure what to say in these encounters. It is always an innocent, non work related context. Have you guys experienced this ? What is an appropriate response ?

like

Advice for attacking the data room and putting together my first sell-side disclosure schedules? (Baby M&A att’y 2 months in). I have an associate mentor who encourages me to flag items I don’t understand and will walk through them with me, but at this point, the only thing I understand is that I don’t even know what I don’t know and what I do know that I don’t know is basically everything.

like

Who / what do you list as your contingent beneficiary when your spouse is your primary, you don’t have children, and you don’t have anyone in your family you trust with your finances if something were to happen?

like

How enforceable is a non-compete moving from industry health IT company to big 4?

like

Had on-site a month ago and recruiter has promised an update several times and not followed through. Anything I can do other than following up once a week? I think I’m the backup candidate but would be helpful to get more clarity

like

Any US ad agencies accepting Europeans for a traineeship program? 🤗

like

Additional Posts in All things points

Points wizards - I need some United miles stat. What’s the best conversion point source right now?

Thanks!!

like

Anyone with systemwide upgrades to sell on American Airlines ?

like

Got targeted for Amex platinum 100k. Is it worth it? Is there a higher targeted offer?
Considering doing it since no more personal card for BCG expenses. Also have CSR fwiw.

like

I am new to United Silver and I purchase economy tickets. Is the best strategy to check in exactly 24 hours ahead and switch my seat to an open economy plus seat?

like

Extension of Marriott status!! Rejoice!

like

I screwed up. I’m a newb and didn’t know how mileages work and my gold status w AA is about to expire. I travel weekly and idk whether I should fly w/o status or pay $400 to extend it. Thoughts? 😭

Amex Platinum or Chase Sapphire?

like

It says on Bonvoy breakfast voucher that gratitude is included. Somehow they always expect additional cash tips?

"How many points?"
I'm new to all this. Beyond all the humor is this actually commonly done ? What's the process and way to go. Real examples please:)

like

Can I use AA advantage points to purchase stuff other than Tickets? I am at a United Hub so I most likely won't be flying AA again..

like

New to UR travel portal. I keep seeing that I will get 1.5x back here -- does that mean if I have 20,000 points originally, it becomes 30,000 points in the portal? (cont.)

Staying at a Hilton currently and have had tons of minor issues in the 3 days We’ve been here. Room wasn’t ready for 45min after check in time, AC did not work, maids did not clean room...continued

like

On a credit file, do multiple credit cards from the same issue count as multiple accounts or is that issuer counted as a single account regardless of how many cards

like

Which CC is better for sign-up bonus - Citi Premier 80K points or Chase Aer Lingus/Iberia 100K Avios points?

I churn somewhat regularly and am under 5/24 by 1. I think Citi's points are more valuable but maybe I should knock out another Chase card before I'm at 5/24 again, even though Avios isn't as versatile?

like

If JetBlue moves my departure time by 3 hours can I get a credit card refund or only travel bank?

likehelpful

Can someone confirm if Marriott does not give complimentary breakfast with a points booking? Booked with 25k points and was told no complimentary breakfast..

like

Friend asked to buy my SPG/marriott points. How would that work hypothetically? $0.027/SPG , $0.009/Marriott? (According to Points guy) & transfer to their account?

like

Best way to spend $600k Delta Miles?

like

Need 6 Marriott nights to titanium (spend doesn’t matter). 1 - would any hotel manager cut you a deal? (Ie if 6 nights is 60k; let me pay 30k and get the nights and I won’t use the room?); 2 - where are cheapest Marriott hotels? I found 10k per night in burbs of Chicago? 3 - would any cheap Marriott let me run this scam remotely? (Ie call Abilene Texas, check me in without my showing up)

like

For CSP/CSR, does the person getting referred get anything other than the public offer?

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