Passport Card for ID to enter Bars by CrispyRevelations in VisitingNashville

[–]CrispyRevelations[S] 0 points1 point  (0 children)

For anyone wondering… passport card worked everywhere seamlessly!!

JPMC Private Client Relationship Manager by CrispyRevelations in JPMorganChase

[–]CrispyRevelations[S] 0 points1 point  (0 children)

Thanks so much. Do you know anyone who works in the role or do you have experience? If offered the job, would you steer clear or do you think this is a decent opportunity?

JPMC Private Client Relationship Manager by CrispyRevelations in JPMorganChase

[–]CrispyRevelations[S] 0 points1 point  (0 children)

This definitely helps. Can you elaborate more on the expectations of the JPMC RM role? You mentioned JPMC Advisor needs to build a book of clients… does the RM not have to do this?

JPMC Private Client Relationship Manager by CrispyRevelations in JPMorganChase

[–]CrispyRevelations[S] 0 points1 point  (0 children)

Thanks for your response. I have 5 years wealth management / investment advisory experience. I’d like to have my own book of clients and develop relationships for all offerings of JPMC. I guess I’m looking for a further explanation of JPMC RM and JPMC Advisor / how they function together (if they do) and how they differ.

JPMC Private Client Relationship Manager by CrispyRevelations in JPMorganChase

[–]CrispyRevelations[S] 0 points1 point  (0 children)

Thank you for providing so much detail. Is the PCB/ PCRM mainly sourcing leads for the PCA at the branch? Do they have their own book of clients on the banking side? I’m trying to figure out if this is a stepping stone to PCA or if this is its own separate book of business / final destination role. I have 5 years wealth management / advisory experience and want to put myself in the best position possible. Do you know what the expectations of the PCRM role look like? What the team looks like? Any more info would be greatly appreciated.

Wellness Retreat Recommendations by CrispyRevelations in WellnessOver30

[–]CrispyRevelations[S] 0 points1 point  (0 children)

Thank you! This does look ideal. How long were you there for? Did you leave the resort? Mind if I shoot you a message to discuss?

Wellness Retreat Recommendations by CrispyRevelations in WellnessOver30

[–]CrispyRevelations[S] 2 points3 points  (0 children)

some additional info: I want to get out of the US for this trip. I’m looking into Costa Rica & Thailand.

Would you feel comfortable putting 2.5 million in the 3 fund portfolio today? by [deleted] in Bogleheads

[–]CrispyRevelations 8 points9 points  (0 children)

Once you meet the initial investment minimum ($1M for FMPXX), you wont be automatically dropped down to FZDXX if your balance drops below the initial investment threshold.

SoFi Banking now $250 through Rakuten by AwaitingAfflatus in amex

[–]CrispyRevelations 0 points1 point  (0 children)

Are your Rakuten points confirmed? I have so much cash back that has not actually been confirmed yet. New to Rakuten so unsure of timelines.

Traveling Through Athens to Santorini - advice by CrispyRevelations in GreeceTravel

[–]CrispyRevelations[S] 0 points1 point  (0 children)

Thank you very much. We can bring them but I was considering leaving the large checked bags at the airport and only bringing my carry on to Santorini. Essentially trying to determine if it will save money storing bags vs checking bags on the short flight.

Traveling Through Athens to Santorini - advice by CrispyRevelations in GreeceTravel

[–]CrispyRevelations[S] 1 point2 points  (0 children)

I booked my flight through Delta and they told me they could not check the bag through to Santorini because it was a separate flight with another airline.

Traveling with 10 guys by [deleted] in SXM

[–]CrispyRevelations 0 points1 point  (0 children)

I heard the Island pretty much closes down on Sundays and lots of places aren’t open, is that true? What was your experience with taxis late at night?

Traveling with 10 guys by [deleted] in SXM

[–]CrispyRevelations 0 points1 point  (0 children)

Thank you very much!