I am joining JPM as a VP. Which brokerage accounts are permitted at JP for personal trading?

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

Very few. Most are big names like Vanguard. If you currently have Empower for your 401k, you have to sell all holdings.

Also any trades you need to get approval except for mutual funds and ETFs that are on the approved list. Most are index funds.

Ask HR to provide you the list.

helpful

Related Posts

How do real estate lenders take cash flow into consideration? For example, typically I would probably only be approved for a $500k loan ($125k comp and $100k for down payment), but if I’m buying a multi-family home and planning to live in a unit and rent the others, will lenders approve a bigger loan?

like

Can someone explain the LTA policy? What happens if I don't claim any travel bills? Can I claim it as a taxable component monthly?

like

Out of country friend who was visiting me in the states reimbursed me for his hotel/flights in crypto (~2k) which was sent to my wallet. I’m planning to withdraw to coinbase then to my bank but want to make sure I’m doing everything right. Do I need to declare anything or do something special? Would i need to pay taxes on the reimbursement? Usually when I get reimbursed with Venmo or PayPal it seems pretty straightforward but not as familiar with rules around crypto

When settling with a title company plaintiff on a subrogation claim, have any foreclosure defense counsel received settlements over and above policy limits? What is your typical settlement range? How has settling on your subrogation claim negatively affected your counterclaims against the mortgage lender if at all?

like

What are your thoughts on buying a house now and refinancing later? (Hopefully when interest rates are lower)

like

Does 401k company contribution % change as you get promoted?

like

What are some good modern/post-pandemic personal finance books you can recommend?

Hey everyone, new to CB. I invested $100 in Coinbase.com but it’s not showing up on CB Pro. Any ideas how I can sync? Thanks!

like

Hi Fishes/Seniors,
This will be the first time I will be in tax slab.
I have few queries can anyone please help me regarding this.
In ELSS mutual the total we can save save tax is 1.5lakh. Do we need to invest yearly 1.5 lakh yearly to save tax? I am planning to have a Sip of 5000 monthly for 3 years. So total money invested in 3 years will be around 60000 * 3 = 180000.
Will that be sufficient to save tax or Do I need to have a sip of 12000 per month to save tax.

like

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

like

Looking for investors to get in on business ventures in cannabis. Financial diligence is solid while highly conservative. Investments are low entry points. If interested text me at 510.304.8491

How are the areas around white rock lake to buy an investment property? Any suggestions appreciated!

like

Kpi reply krta b h is group me
Techm need NPS account from kotak only
How to open a new one.

Looking to buy Rolex OP. Thoughts on new vs used? Is the additional ~2k worth it for new?

My boyfriend and I make 200K combined and live in NJ. We have $1000 in monthly car payments combined. That’s all we owe. Our credit scores are in the 800s. We have 50K to put down on a home. We have done the math and I know we can afford much more but he doesn’t want to buy more than a 400K home. I’m almost positive we can afford 500K and be more than ok. But then he starts to talk about how much kids cost and how we will be house poor and we won’t be able to afford kids. 🤔 Am I insane??

like

Anyone able to get a mortgage with student loans default?

Anyone from Montreal QC area? Looking to connect with a new real estate banner

Currently maxing out my 401k and HSA and investing about 1k/mo in ETFs. Also recently started buying I-bonds given inflation. What are other things I should be thinking about?

like

If anyone is looking to create a Robinhood account and wants a free stock, I’m one referral code away from earning a free stock...👀

likefunny

More Posts

Anyone in early stage biotech? I’m looking at a BD role for a well financed (~$150M runway) startup with some preclinical programs and a unique development platform. What are some key risks to consider when taking roles like this? I’m overly excited and want to make sure I’m asking the right questions before committing myself to this.

like
like

We need to unionize and hold more leverage for pay. There’s no reason we should be managed by contractors and large scale companies. Not only is it unfair pay, but it’s bad for our communities. Can you imagine your local car ‘mechanic’ operating under the same structure..

like

Hi there - looking to understand when “new grad” isnt a term that can be used for salary negotiations I.e. 1 year of practice, 3 years of practice?

Hi all I have created a separate page to talk more about money! Its called occupational therapy pay! Join in! :)

like

Is Microsoft in Pune, India?
I could see few openings are there for Pune location. But I am not yet aware about Pune office address.

like

Any resume writers or coaches you'd recommend for Product Designers?

I worked at same place for 6 years and have done a few tech contracts. I've covered a lot of ground and I'm not sure how to frame it all.

like

Hi guys! Looking to learn about real estate investing! I am a senior in college graduating with a degree in finance so I understand certain aspects, but am looking to learn more on my own about real estate specifically!

What books would you recommend I read?

like
likeupliftinghelpful

What are some examples of exit opportunities for someone with M&A due diligence experience?

like

How to become program manager

like

I'm a first yr attorney at an insurance firm and am in the process of interviewing for an in-house position at a tech company. The position is pretty much generalist, but I get the impression I'd be working mostly on SaaS and partnership transactions. I definitely think I would like the transactional work better, but I am concerned about the long-term earning potential vs. partnership. How common is it to eventually make $400k+ in-house/how difficult is it to transition back to a firm? Thanks!

like

^ Soma or Russian Hill sound like good spots for you

like

Anyone free for lunch on the west side?

Are there any other shows like Panchayat on Amazon prime?
I loved the simple plain village life story superb performances from all actors.

like

Hello 👋🏾 I have a Senior CRA interview with Emmes next week and they informed me that it would be in 2 parts : with the hiring managers and then an assessment of my writing skills with multiple choice CRA questions? Does anyone have any tips, please, or referrals to learning resources? I really want this job! Thank you!

like

Homemade brunch for a party of one this lazy Sunday. Since I’m a single CPA, might as well show off my abilities and see if there are any suitors??

Post Photo
like

Which are all IBM gbs Bangalore offshore clients for .net requirements? Anyone have idea?

like

i'm in Privacy at Deloitte, what other consulting firms have a comparable/ better privacy practice?

like

Will an MBA set me apart? I have a BS in Marketing from top 15 undergraduate business program with a 3.8 gpa, 2 years work experience (3 by the time I’d enroll), and scored in the 63rd percentile on the gmat. This qualifies me for an average business school (ranked below ~50). My goal is to move into a management position within the next 5 years and eventually move into a director or c-suite role. At your companies, do most upper-level marketing employees have an MBA? Is it from a top school?

like

Additional Posts in JP Morgan Chase & Co.

What is the average/approx salary for a Transactional Support Specialist role in the JPM Payments dept? Is this a good role? Insights and comments are greatly appreciated!

like

Why are there so many Private Client Advisor positions/ Private client Banker positions open?

like

Anyone know salary range for Product Manager - Associate role in NYC? YOE: 5.5

like

Need some guidance. Here is my situation:
1. Just transferred to big 4 FDD as snr from big4 audit (~a month ago, with no deal yet under my belt)
2. Studying for fmva certification
3. 1+ year plan is to take the GMAT & apply to ivy league mba program. Planning to break into IB and then PE later.
4. Got approach recently by a recruiter from Houlihan Lokey (HL) for an associate position in the Midwest. Comp range 120k -130k. I make about 100k now.
- Is the move going to be worth it? what'd you do

like

Anyone know the salary range for associate level positions including senior associate level.

I should be getting my job offer this week. Can someone tell me if Chase offers benefits such as; student loan repayment, discounted daycare, childcare FSA, employer HSA contribution? If there’s a high-deductible plan what’s the max family out of pocket? What’s the employer 401k match?

like
like

Hi,
I recently got an offer from JPM as a CIB Energy Risk Analyst and I was wondering if I could get some insight on the work/environment Culture there? What is the workload?
Office will be Downtown Houston

Is 90k base salary plus 10k bonus a normal offer for a Senior Associate (602) CB F&BM position in Plano, Texas?

like
like

So, I truly enjoy wealth management, corporate and institutional solutions and being in a managerial position with 5+ years in this field and in a true management position. I have a B.s in Business Administration and MBA in Global Business Management Currently hold Series 7, 9, 10 and 66 and I’m looking for great opportunities in the Atlanta market. All the help, referrals and guidance would be much appreciated! Was at JPMC before but had left to get managerial experience. I miss JPMC!

like

I received a verbal offer for a VP position at CCB line of business at JPMC in NYC two weeks ago. The recruiter asked for salary expectations but there was no number set. It’s been two weeks since and complete radio silence. I sent an email to a hiring manager a week ago but received no reply. It’s August so people could be on vacation but this is really strange. Has anyone had similar experience?

like
like

Hey guys! Currently in WM ops at Morgan Stanley for the past 1 year dealing with alternative lending, I’m super underpaid with 3 years of experience which is very frustrating. (73k). Have been at Morgan for 1 year and looking to come over to JPM for an ideal pay bump, but would like to get into IB type roll. Any insight on what I should expect or how to go about applying? Maybe even getting referred? I have a deep knowledge of investments and always felt inclined to go down this route.

like

Does JPMC Chicago (10 S Dearborn) have any monthly parking employee discounts? Tyty

like

Hey everyone. I'm joining JPMC next week and was wondering do they provide a budget to purchase your own laptop/equipment. My manager said they don't provide laptops and that I can use my own. My laptop isn't the best so I would want to buy a new one.

like

Relationship Banker(RB) does JPMorgan Chase Bank offer yearly raises in these roles?

like

Hello everyone. I finally got the chance to give an interview for JP Morgan Chase for the Quant Analytics Sr. Associate - Payments role. Would anyone like to give me some pointers or tips?

like

How’s work in wealth management technology practice versus consulting manager?

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