Mark For: J.P. MORGAN WEALTH PLAN™ trademark registration is intended to cover the categories of providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Financial services, namely, providing customers with an online resource to track their financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, providing customers with downloadable reports concerning the performance of their investment, banking, and other personal financial accounts; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers.
Status
2022-12-05 UTC
LIVE APPLICATION Awaiting Examination
The trademark application has been accepted by the Office (has met the minimum filing requirements) and has not yet been assigned to an examiner.
RAYMOND RUNDELLI CALFEE, HALTER & GRISWOLD LLP 1405 EAST SIXTH STREET THE CALFEE BUILDING CLEVELAND, OH 44114-1607
Good, Services, and Codes
International Codes:
36
U.S. Codes:
100,101,102
Type Code
Type
GS0361
Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network; Financial services, namely, providing customers with an online resource to track their financial accounts and balances, track spending and personal budgets, manage investment and retirement accounts, and consolidate online access to third party financial and investment websites; Financial services, namely, providing customers with downloadable reports concerning the performance of their investment, banking, and other personal financial accounts; Financial services, namely, enabling users to retrieve, aggregate, and analyze account, transaction, and balance information from a wide variety of sources, including banks and other financial institutions, credit card and debit card issuers, consumer and mortgage lenders, personal bills and expense accounts, and other online financial transaction providers
GS0361
Providing web-based, automated and customized personal financial management services, namely, customized management of an individual's investment, banking and other personal financial accounts, daily monitoring of transactions and account balances, and budget and spending tracking and reporting through a global computer network.
Trademark Filing History
Description
Date
Proceeding Number
NEW APPLICATION ENTERED IN TRAM
2022-12-05
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