Our L.A. Team Prioritizes You.
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INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED |
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Rick Barragan Managing Director, J.P. Morgan Private Bank Los Angeles |
Rick Barragan In the Private Bank, you know, you’re dealing with individuals and families, and the relationships get a lot deeper, and it’s a lot more personal. |
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Malak Santini Executive Director, J.P. Morgan Private Bank Los Angeles |
Malak Santini The more I know about them, the more they can pick up the phone and call me any day of the week at any time of any day, all weekend long. That to me is a compliment.
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Rick Barragan It’s about being helpful and helping, you know, individuals and families find solutions for themselves and for their actual, um, children, for their, um, interests, and it’s about, you know, generational wealth. |
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Gloria Yip Executive Director, J.P. Morgan Private Bank Los Angeles
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Gloria Yip Our clients come to us when there is money in motion or a transition event happens in their life. Behind each one of those liquidity events is the blood, sweat and tears of an entrepreneur who has given their whole life and dedicated so much of what they have, uh, to building that company.
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Rick Barragan And when you sit down and talk to people about what’s going on in their lives, that’s when you can find out and, and discover what it is that’s important to them, and what it is that you can then do to be helpful to them, and help them see things that they perhaps haven’t seen before. |
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Gloria Yip They want someone to hand hold them through that process, and go through all the facets of trust and estate planning, wealth management, tax planning. And they know that when they come here, we’ve got that covered for them in a way that is customized to them. |
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Rick Barragan It’s not just about what we can do here, but, you know, what other things can we be helpful for? It’s not transactional oriented, but it’s longer, and it’s for life. |
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eBRG – JPMPB – LA Expansion – Text Alternative Script
Side note:
Legal disclosures appear.
Text on screen:
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.
Logo:
J.P. Morgan Private Bank.
Text on screen:
Local Look: Los Angeles.
On screen:
A man with brown eyes and a blue jacket, Rick Barragan, speaks from a spacious office. He wears a dress shirt with the top button casually undone.
Text on screen:
Rick Barragan, Market Manager, J.P. Morgan Private Bank Los Angeles.
Rick Barragan:
In the Private Bank, you know, you’re dealing with individuals and families, and the relationships get a lot deeper, and it’s a lot more personal.
On screen:
A woman with straight black hair and a bright blazer, Malak Santini, speaks from a comfortable office.
Text on screen:
Malak Santini, Executive Director, J.P. Morgan Private Bank Los Angeles.
Malak Santini:
The more I know about them, the more they can pick up the phone and call me any day of the week at any time of any day, all weekend long. That to me is a compliment.
On screen:
A montage shows Ms. Santini and an executive with long dark hair meeting with Mr. Barragan in a large conference room. Then, Mr. Barragan speaks to the viewer.
Rick Barragan:
It’s about being helpful and helping individuals and families find solutions for themselves and for their actual children, for their interests, and it’s about generational wealth.
On screen:
A woman with long dark hair and a light blazer, Gloria Yip.
Text on screen:
Gloria Yip, Executive Director, J.P. Morgan Private Bank Los Angeles.
Gloria Yip:
Our clients come to us when there is money in motion or a transition event happens in their life. Behind each one of those liquidity events is the blood, sweat and tears of an entrepreneur who has given their whole life and dedicated so much of what they have, uh, to building that company.
On screen:
Corporate office buildings tower toward a cloud-filled sky. Mr. Barragan, Ms. Santini, and Ms. Yip review financial documents at a conference room table. Next, Mr. Barragan speaks to the viewer.
Rick Barragan:
And when you sit down and talk to people about what’s going on in their lives, that’s when you can find out and, and discover what it is that’s important to them, and what it is that you can then do to be helpful to them, and help them see things that they perhaps haven’t seen before.
Gloria Yip:
They want someone to hand hold them through that process, and go through all the facets of trust and estate planning, wealth management, tax planning. And they know that when they come here, we’ve got that covered for them in a way that is customized to them.
On screen:
A montage shows Ms. Yip speaking with Mr. Barragan and Ms. Santini in the conference room. Then, Mr. Barragan speaks to the viewer.
Rick Barragan:
It’s not just about what we can do here, but, you know, what other things can we be helpful for? It’s not transactional oriented, but it’s longer, and it’s for life.
Logo:
J.P. Morgan Private Bank.
Side note:
Legal disclosures appear.
Text on screen:
IMPORTANT INFORMATION
KEY RISKS.
This material is for information purposes only, and may inform you of certain products and services offered by J.P. Morgan’s wealth management businesses, part of JPMorgan Chase & Co. (“JPM”).
Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations.
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As a general matter, we prefer J.P. Morgan managed strategies. We expect the proportion of J.P. Morgan managed strategies will be high (in fact, up to 100 percent) in strategies such as, for example, cash and high-quality fixed income, subject to applicable law and any account-specific considerations. While our internally managed strategies generally align well with our forward looking views, and we are familiar with the investment processes as well as the risk and compliance philosophy of the firm, it is important to note that J.P. Morgan receives more overall fees when internally managed strategies are included. We offer the option of choosing to exclude J.P. Morgan managed strategies (other than cash and liquidity products) in certain portfolios.
The Six Circles Funds are U.S.-registered mutual funds managed by J.P. Morgan and sub-advised by third parties. Although considered internally managed strategies, JPMC does not retain a fee for fund management or other fund services.
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In the United States, bank deposit accounts and related services, such as checking, savings and bank lending, are offered by JPMorgan Chase Bank, N.A. Member FDIC.
JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed investment accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPM. Products not available in all states.
In Luxembourg, this material is issued by J.P. Morgan Bank Luxembourg S.A. (JPMBL), with registered office at European Bank and Business Centre, 6 route de Treves, L-2633, Senningerberg, Luxembourg. R.C.S Luxembourg B10.958. Authorized and regulated by Commission de Surveillance du Secteur Financier (CSSF) and jointly supervised by the European Central Bank (ECB) and the CSSF. J.P. Morgan Bank Luxembourg S.A. is authorized as a credit institution in accordance with the Law of 5th April 1993. In the United Kingdom, this material is issued by J.P. Morgan Bank Luxembourg S.A., London Branch, registered office at 25 Bank Street, Canary Wharf, London E14 5JP. Authorized and regulated by Commission de Surveillance du Secteur Financier (CSSF) and jointly supervised by the European Central Bank (ECB) and the CSSF. Deemed authorized by the Prudential Regulation Authority. Subject to regulation by the Financial Conduct Authority and limited regulation by the Prudential Regulation Authority. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the United Kingdom for a limited period while seeking full authorization, are available on the Financial Conduct Authority’s website. In Spain, this material is distributed by J.P. Morgan Bank Luxembourg S.A., Sucursal en España, with registered office at Paseo de la Castellana, 31, 28046 Madrid, Spain. J.P. Morgan Bank Luxembourg S.A., Sucursal en España is registered under number 1516 within the administrative registry of the Bank of Spain and supervised by the Spanish Securities Market Commission (CNMV). In Germany, this material is distributed by J.P. Morgan Bank Luxembourg S.A., Frankfurt Branch, registered office at Taunustor 1 (TaunusTurm), 60310 Frankfurt, Germany, jointly supervised by the Commission de Surveillance du Secteur Financier (CSSF) and the European Central Bank (ECB), and in certain areas also supervised by the Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin). 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