Completely Adaptable Strategy

Description: Upbeat music plays as a fast-paced series of photos and video clips illustrate the story of a Chase Private Client family.

Narrator: Chase Private Client Presents Inside the Completely Adaptable Strategy.

On screen: The window of a Chase building. It reflects another large building and displays white printed words, the title of the video.

Text on screen: Chase Presents Inside the Completely Adaptable strategy.

Narrator: Let's say you’re Annie.

On screen: Annie, a woman with curly brown hair sits in an office. White text appears briefly over the scene.

Text on screen: Chase Private Client Annie, Actor Portrayals

Narrator: You’re an industrial designer and you’re ready for a change of scenery.

On screen: Cut to Annie working on a blue print. Images pop up of a city scape and change to a barn. A dog barks.


Narrator: So you decided you want to help animals.

On screen: A dog pants and barks.

Narrator: Disabled animals.

On screen: Annie mouths “disabled animals”.

Narrator: Like Yum Yum.

On screen: An image appears of a three-legged dog wearing a support-dog wheelchair.

Text on screen: Dog. Yum Yum.

Narrator: Mai Tai.

On screen: An image appears of a three legged cat in a yard.

Text on screen: Cat. Mai Tai.

Narrator: Smokey.

On screen: An image appears of a sheep wearing a cone.

Text on screen: Sheep. Smokey.

Narrator: And Cathy. She’s a chatty one.

On screen: A clip of a parrot wearing a beak and biting it’s claw.

Text on screen: Bird. Cathy.

Text on screen: “Chase Private Client” is the brand name for a banking and investment product and service offering. Bank deposit accounts, such as checking and savings, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Narrator: She’s a chatty one…. Nevermind.

On screen: Cathy turns away.

Narrator: So you check in with your J.P. Morgan private client advisor, Francesca.

On screen: Annie walks into a Chase branch and meets with Francesca. White text appears briefly over the scene.

Text on screen: J.P. Morgan Private Client Advisor. Francesca.

On screen: Francesca waves.

Narrator: And you tell her your plan to work with animals.

On screen: Annie flips through blueprints in her workshop.

Narrator: I’ll design prosthetics you say.

On screen: Annie mouths “I’ll design prosthetics”

Narrator: Leaving your career for a calling.

On screen: Montage of photos flash from blueprints, to Annie working at a desk, to a shot of prosthetic legs in Annie’s workshop.

Narrator: Together, you create a personalized strategy.

On screen: Francesca works at a computer. She adjusts goal sliders for retirement age.

Narrator: So you can retire early and pursue your passions.

On screen: Annie works on a sketch.

Narrator: A couple more years, a few more meetings with Francesca.

On screen: A calendar flashes month to month. Annie and Francesca shake hands.

Narrator: She helps you set goals...

On screen: Francesca clicks on ‘set goals’ on her computer.

Narrator: And stay on track to reach them.

On screen: Francesca drags and drops different goals on her computer. The probability meter goes up to reflect probability of success.

Narrator: Until you’re finally able to give that horse a hand.

On screen: Annie sits by a 3D printer with her dog. Cut to Annie as she clips a prosthetic hoof onto a mini pony.

Narrator: And Francesca says, that was the strategy!

On screen: Francesca mouths “that was the strategy”

Narrator: That’s why she’s the advisor!

On screen: Francesca plays with Annie’s dog. The dog barks.

Narrator: Right Cathy?

On screen: Cathy turns away.

Narrator: Unbelievable.

Narrator: See how this...

On screen: Chase branch with a Chase Private Client plaque in the window.

Narrator: Can give you access to the insights and expertise of this.

On screen: Francesca slides her J.P. Morgan business card across the table.

Narrator: And that’s inside the Completely Adaptable financial strategy.

On screen: Annie works at her desk.

Narrator: See how access to JPMorgan can help you.

On screen: White text appears over the screen along with the Chase logo and a rectangular button.

Note: The button is labeled, “Start Your Journey Now”

Text on screen: Chase Private Client

On screen: Small white text appears at the bottom of the screen.

Text on screen: JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank managed 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 JPMorgan Chase & Co. Products not available in all states.