1.0
Apr 30, 2014
Former employee, more than 5 years
Port Hueneme, CA
Recommend
CEO approval
Business outlook
Pros
The CHASE name is recognized across America. Viewed as big and safe after the 2008 Bank Crisis.
Cons
Chase found a way to take all the fun our of being an Advisor. Financial Advisors are not allowed to offer clients original or personalized portfolio solutions. COOKIE CUTTER. All investment offering are off CHASE happy meal menu f FOUR solutions matrix. Clients are told their investments are CHASE managed and no other competing investment companies are alllowed to be discussed. No Insurance planning. Brokers do not get paid for stock trades that clients conduct. Saturday office hours required even with no appointments. Dimon's ego has completely impaired his ability to to listen to any feedback or new ideas.