J.P. MORGAN FAMILY WEALTH INSTITUTE
Live / Applied — New application — not yet assigned to an examiner (as of 25 Mar 2026)
What this means for you
Not registered yet, but its 25 Mar 2026 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 99723955
- Mark type
- Stylized text
- Filed
- 25 Mar 2026
- Attorney of record
- Raymond Rundelli
Goods and services
- Class 036 — Insurance and financial services: Providing information to families of wealth in the field of finance, namely, providing education, insights, advice, research, and educational materials related to family wealth management, wealth planning, trusts and estates planning, retirement planning, philanthropic planning, lifestyle financial planning, family engagement and governance, life events, business succession, and financial learning frameworks for families; Conducting and sharing proprietary finance-related research with families of wealth in the field of family wealth planning dynamics, engagement and governance; Providing information, insights, advice, research, and educational materials in the field of family wealth; Providing information and insights related to financial literacy for high net worth and ultra-high net worth families; Providing financial education support information services to high net worth and ultra-high net worth families related to business succession, generational wealth transfer and preservation
Owner
- JPMorgan Chase Bank, N.A., Columbus, OH, US
Prosecution history
- 25 Mar 2026 — APPLICATION FILING RECEIPT MAILED
- 25 Mar 2026 — NEW APPLICATION ENTERED