J.P. MORGAN FAMILY WEALTH INSTITUTE

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

Slogan / phrase

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

• 01 Sept 2026 — PREVIOUS ALLOWANCE COUNT WITHDRAWN
• 25 Aug 2026 — WITHDRAWN FROM PUB - OG REVIEW QUERY
• 07 Aug 2026 — APPROVED FOR PUB - PRINCIPAL REGISTER
• 07 Aug 2026 — NOTIFICATION OF EXAMINERS AMENDMENT E-MAILED
• 07 Aug 2026 — EXAMINER'S AMENDMENT ENTERED
• 07 Aug 2026 — EXAMINERS AMENDMENT E-MAILED
• 07 Aug 2026 — EXAMINERS AMENDMENT -WRITTEN
• 05 Aug 2026 — ASSIGNED TO EXAMINER
• 04 Aug 2026 — NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
• 25 Mar 2026 — APPLICATION FILING RECEIPT MAILED
• 25 Mar 2026 — NEW APPLICATION ENTERED