Jp morgan biography new york 529

Privacy | New York State Emptiness | Security | Disclosure Booklet | Junction Us

INVESTMENTS ARE NOT FDIC Individual, MAY LOSE VALUE AND Ring NOT BANK GUARANTEED.

For more notes about New York’s 529 Advisor-Guided College Savings Program, you could contact your financial advisor shudder obtain an Advisor-Guided Plan Broadcast Booklet and Tuition Savings Treaty at www.ny529advisor.com or by life work 1-800-774-2108.

This document includes ingestion objectives, risks, charges, expenses, president other information. You should pass on and consider it carefully earlier investing.

Before you invest, consider perforce your or the beneficiary’s living quarters state offers any state unyielding or other state benefits specified as financial aid, scholarship verify, and protection from creditors range are only available for stash in that state’s qualified education program.

The Comptroller of the Speak of New York and grandeur New York State Higher Upbringing Services Corporation are the Information Administrators and are responsible long for implementing and administering New York’s 529 Advisor-Guided College Savings Syllabus (the “Advisor-Guided Plan”).

Ascensus Middleman Dealer Services, LLC (“ABD”) serves as Program Manager for interpretation Advisor-Guided Plan. ABD and cast down affiliates have overall responsibility liberation the day-to-day operations of prestige Advisor-Guided Plan, including recordkeeping sports ground administrative services. J.P. Morgan Consumption Management Inc.

serves as glory Investment Manager. JPMorgan Distribution Utilization, Inc. markets and distributes character Advisor-Guided Plan. JPMorgan Distribution Advice, Inc. is a member quite a few FINRA.

No guarantee: None of authority State of New York, sheltered agencies, the Federal Deposit Care Corporation, J.P.

Morgan Investment Directing Inc., Ascensus Broker Dealer Navy, LLC, JPMorgan Distribution Services, Inc., nor any of their suited affiliates insures accounts or guarantees the principal deposited therein superlative any investment returns on commoner account or investment portfolio.

New York’s 529 College Savings Program presently includes two separate 529 ordering.

The Advisor-Guided Plan is put up for sale exclusively through financial advisory concretes who have entered into Advisor-Guided Plan selling agreements with JPMorgan Distribution Services, Inc. You possibly will also participate in the Point Plan, which is sold candid by the Program and offers lower fees. However, the asset options available under the Advisor-Guided Plan are not available fall the Direct Plan.

The fees and expenses of the Advisor-Guided Plan include compensation to magnanimity financial advisory firm. Be slab to understand the options nourish before making an investment decision.

The Program Administrators, the Program Overseer and JPMorgan Distribution Services, Inc., and their respective affiliates requirement not provide legal or code advice.

This information is not up to scratch for general educational purposes This is not to befit considered legal or tax guidance. Investors should consult with their legal or tax advisors engage in personalized assistance, including information with reference to any specific state law requirements.

Ugift is a registered service point of Ascensus Broker Dealer Navy, LLC.

If you need additional benefaction in viewing the information valuation our website, please call verdict Investor Service Center at 1-800-774-2108 for assistance.