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J.P. Morgan Wealth Plan

chase.com
Summary

J.P. Morgan Wealth Plan provides digital money coaching and support for making financial decisions. It focuses on investment planning, retirement, and education planning. The service offers tools and resources for clients, including investment calculators.

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Rationale

The candidate, J.P. Morgan Wealth Plan, focuses on investment planning, retirement, and education planning. It does not offer the core features of Cash App, such as instant P2P transfers, a prepaid debit card, early direct deposit, or Bitcoin trading. It primarily provides wealth management and investment advisory services.