My husband and I are in the process of opening a brokerage account with JP Morgan Chase. The process which should have been smooth and quick has been shabby.
The financial advisor who proudly displays "VP Investments" on his business card has been such a nightmare to work with. He's misplaced paperwork, had us go in 3-4 times to fill out redundant paperwork and has made mistakes in the documentation. I had great expectations out of Chase but much to my chagrin the process has been messy and poorly coordinated. I am annoyed that this was handled so poorly.
I need to convey this to someone at Chase.
Product or Service Mentioned: Chase Bank Financial Advisor.