Goals-Based Wealth Management Trademark Details

Goals-Based Wealth Management was registered on Tuesday, September 6, 2016 and is currently owned by Jpmorgan Chase & Co. under the registration number 5037849 . This mark is alive with a status of Registered. The last case file activity for this mark occured 7 years ago on Tuesday, September 6, 2016, according to the United State Patent & Trademark Office

Word Mark	Goals-Based Wealth Management
Status	Alive Registered 700 — Registered

Current Owner

Jpmorgan Chase & Co. of Brooklyn, NY

View all trademarks for Jpmorgan Chase & Co.

Other Trademarks for Jpmorgan Chase & Co.

Previous Owners

Jpmorgan Chase Bank, N.A. of Columbus, OH

View all trademarks for Jpmorgan Chase Bank, N.A.

Other Trademarks for Jpmorgan Chase Bank, N.A.

Serial Number	86748001
Registration Number	5037849
Status Date	Tuesday, September 6, 2016
Filing Date	Tuesday, September 6, 2016
Registration Date	Tuesday, September 6, 2016
Attorney	Edward T. White

Correspondent

Edward T. White
LeClairRyan
Twenty-Fourth Floor
919 East Main Street
Richmond VA 23219

Case File Statements

Disclaimer with Predetermined Text	"Wealth Management"
Goods & Services	Providing financial information in the fields of finance, investment, money management and financial planning; providing news, information and commentary in the field of financial investments and financial markets; financial services, namely, financial consultation and financial planning; providing a website featuring financial news and information and online access to financial tools in the nature of on-line financial calculators; financial modeling and analysis

"Wealth Management"

Providing financial information in the fields of finance, investment, money management and financial planning; providing news, information and commentary in the field of financial investments and financial markets; financial services, namely, financial consultation and financial planning; providing a website featuring financial news and information and online access to financial tools in the nature of on-line financial calculators; financial modeling and analysis

Classifications

International Class Codes	036 — Class 36 includes mainly services rendered in financial and monetary affairs and services rendered in relation to insurance contracts of all kinds.
U.S. Class Codes	100, 101, 102
Status	6 — Active
Status Date	Wednesday, September 9, 2015
First Use Anywhere	Tuesday, March 1, 2016
First Use In Commerce	Tuesday, March 1, 2016
Primary Code	036

Trademark Timeline

Sep 04 2015

Trademark application filed with USPTO
Sep 08 2015

New Application Entered In Tram
Sep 09 2015

New Application Office Supplied Data Entered In Tram
Nov 10 2015

Assigned To Examiner
Nov 16 2015

Examiner's Amendment Entered
Nov 16 2015

Assigned To Lie
Nov 16 2015

Notification of Examiners Amendment E-Mailed
Nov 16 2015

Examiners Amendment E-Mailed
Nov 16 2015

Examiners Amendment -Written
Nov 30 2015

Approved For Pub - Principal Register
Dec 07 2015

Law Office Publication Review Completed
Dec 24 2015

Notification of Notice of Publication E-Mailed
Jan 12 2016

Official Gazette Publication Confirmation E-Mailed
Jan 12 2016

Published For Opposition
Jan 27 2016

Automatic Update of Assignment of Ownership
Mar 01 2016

First use anywhere for the mark
Mar 01 2016

First use in commerce for the mark
Mar 08 2016

Noa E-Mailed - Sou Required From Applicant
May 31 2016

Attorney Revoked And/or Appointed
May 31 2016

Teas Revoke/appoint Attorney Received
Jun 29 2016

Use Amendment Filed
Jun 29 2016

Teas Statement of Use Received
Jul 26 2016

Case Assigned To Intent To Use Paralegal
Aug 02 2016

Allowed Principal Register - Sou Accepted
Aug 02 2016

Statement of Use Processing Complete
Aug 03 2016

Notice of Acceptance of Statement of Use E-Mailed
Sep 06 2016

Registered-Principal Register
Sep 06 2016

Trademark officially registered with the USPTO