Application

PTO- 1478

Approved for use through 10/31/2024. OMB 0651-0009

U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

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PTO- 1478

Approved for use through 10/31/2024. OMB 0651-0009

U.S. Patent and Trademark Office; U.S. DEPARTMENT OF COMMERCE Under the Paperwork Reduction Act of 1995, no persons are required to respond to a collection of information unless it contains a valid OMB control number

Trademark/Service Mark Application, Principal Register

Serial Number: 97699743

Filing Date: 12/01/2022

To the Commissioner for Trademarks:

MARK: J.P. MORGAN WEALTH PLAN (Standard Characters, see mark)
The literal element of the mark consists of J.P. MORGAN WEALTH PLAN. The mark consists of standard characters, without claim to any particular font style, size, or color.
The applicant, JPMorgan Chase Bank, N.A., a national banking association legally organized under the laws of United States, having an address of
      1111 Polaris Parkway
      Columbus, Ohio 43240
      United States
      XXXX

requests registration of the trademark/service mark identified above in the United States Patent and Trademark Office on the Principal Register established by the Act of July 5, 1946 (15 U.S.C. Section 1051 et seq.), as amended, for the following:

International Class 036:  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.
Intent to Use: The applicant has a bona fide intention, and is entitled, to use the mark in commerce on or in connection with the identified goods/services.



The owner's/holder's proposed attorney information: Raymond Rundelli. Other appointed attorneys are Andrew W. Alexander, Todd E. Behrens, Sara S. Blair, Chet J. Bonner, John S. Cipolla, Kyle T. Deighan, Joshua A. Friedman, David J. Grover, Mark R. Hull, Thomas R. Irwin, Christopher M. Jackson, Tara A. Kastelic, Dustin D. Likens, Yizhou Liu, J. Andrew Mason, Mark W. McDougall, Daniel J. McMullen, Michael J. Medley, Stephen W. Moore, Sean T. Moorhead, Cynthia A. Neal, Nenad Pejic, Kimberly A. Pinter, Bradley S. Pulfer, Billy C. Raulerson, John L. Reulbach, Joshua M. Ryland, Adam P. Slepecky, Kenneth J. Smith, Jackson R. Smith, Todd R. Tucker, Veronica L. Vasu, John A. Wilaj, Tianyue Zhang. Raymond Rundelli of Calfee, Halter & Griswold LLP, is a member of the XX bar, admitted to the bar in XXXX, bar membership no. XXX, and the attorney(s) is located at
      The Calfee Building
      1405 East Sixth Street
      Cleveland, Ohio 44114-1607
      United States
      216-622-8200(phone)
      216-241-0816(fax)
      ipdocket@calfee.com
The docket/reference number is 38079/04579.
Raymond Rundelli submitted the following statement: The attorney of record is an active member in good standing of the bar of the highest court of a U.S. state, the District of Columbia, or any U.S. Commonwealth or territory.

The applicant's current Correspondence Information:

Raymond Rundelli

PRIMARY EMAIL FOR CORRESPONDENCE: ipdocket@calfee.com       SECONDARY EMAIL ADDRESS(ES) (COURTESY COPIES): NOT PROVIDED Requirement for Email and Electronic Filing: I understand that a valid email address must be maintained by the applicant owner/holder and the applicant owner's/holder's attorney, if appointed, and that all official trademark correspondence must be submitted via the Trademark Electronic Application System (TEAS).

A fee payment in the amount of $350 has been submitted with the application, representing payment for 1 class(es).

Declaration

	Basis: If the applicant is filing the application based on use in commerce under 15 U.S.C. § 1051(a): The signatory believes that the applicant is the owner of the trademark/service mark sought to be registered; The mark is in use in commerce and was in use in commerce as of the filing date of the application on or in connection with the goods/services in the application; The specimen(s) shows the mark as used on or in connection with the goods/services in the application and was used on or in connection with the goods/services in the application as of the application filing date; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate. And/Or If the applicant is filing the application based on an intent to use the mark in commerce under 15 U.S.C. § 1051(b), § 1126(d), and/or § 1126(e): The signatory believes that the applicant is entitled to use the mark in commerce; The applicant has a bona fide intention to use the mark in commerce and had a bona fide intention to use the mark in commerce as of the application filing date on or in connection with the goods/services in the application; and To the best of the signatory's knowledge and belief, the facts recited in the application are accurate.
	To the best of the signatory's knowledge and belief, no other persons, except, if applicable, concurrent users, have the right to use the mark in commerce, either in the identical form or in such near resemblance as to be likely, when used on or in connection with the goods/services of such other persons, to cause confusion or mistake, or to deceive.
	To the best of the signatory's knowledge, information, and belief, formed after an inquiry reasonable under the circumstances, the allegations and other factual contentions made above have evidentiary support.
	The signatory being warned that willful false statements and the like are punishable by fine or imprisonment, or both, under 18 U.S.C. § 1001, and that such willful false statements and the like may jeopardize the validity of the application or submission or any registration resulting therefrom, declares that all statements made of his/her own knowledge are true and all statements made on information and belief are believed to be true.

Declaration Signature

Signature: /Raymond Rundelli/   Date: 12/01/2022
Signatory's Name: Raymond Rundelli
Signatory's Position: Attorney of record, Ohio bar member
Signatory's Phone Number: 216-622-8200
Signature method: Sent to third party for signature
Payment Sale Number: 97699743
Payment Accounting Date: 12/01/2022

Serial Number: 97699743
Internet Transmission Date: Thu Dec 01 13:41:24 ET 2022
TEAS Stamp: USPTO/BAS-XXX.XXX.XXX.XX-202212011341263
46338-97699743-820a141b0c5a785261ffcd681
5c71dc55a522143466f3b165579891ac9eeca362
5-CC-41242868-20221201131119583950