About J.P. Morgan Asset Management

J.P. Morgan Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With a heritage of more than a century, a broad range of core and alternative strategies and investment professionals operating in every major world market, we offer valuable investment experience and insight aimed at helping you reach your investment goals.

Extensive investment capabilities

Other facts about J.P. Morgan

Nearly $1.4 trillion in Assets Under ManagementFootnote¹
Fifth largest mutual fund firm in the U.S.Footnote²
More than 746 investment professionals representing 34 countries and nearly 300 career analysts averaging 15 years of experience.Footnote³

Uncovering investment potential requires a wide range of global expertise. Our Global Multi-Asset Group (GMAG), a dedicated team of more than 70 investment professionals, manages and develops more than $85 billion in tailored investment solutions across a broad continuum of objectives including target date and glide path investingFootnote⁴. GMAG will allocate assets and select underlying J.P. Morgan investments for Plan portfolios, monitor holdings and make adjustments based on each portfolio’s risk/return objectives and changing market conditions.

Learn more about J.P. Morgan Asset Management

Begin footnote 1 content.Return to footnote reference ¹ Based on AUM for the Asset Management (JPMAM, PB, Bear Stearns PCS) division of JPMorgan Chase & Co., as of 9/30/2012 Return to footnote reference 1End footnote 1 content.

Begin footnote 2 content.Return to footnote reference ² Strategic Insight (November 2012) excluding ETF's and index funds Return to footnote reference 2End footnote 2 content.

Begin footnote 3 content.Return to footnote reference ³ J.P. Morgan Asset Management, (as of 9/30/2012) Return to footnote reference 3End footnote 3 content.

Begin footnote 4 content.Return to footnote reference ⁴ As of 9/30/12 Return to footnote reference 4End footnote 4 content.

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What qualifies as a higher education expense?

Eligible expenses can include tuition, fees, certain room and board expenses, books and supplies at any eligible institution of higher education.

Can I change how my contributions are invested?

Federal law allows you to reallocate existing plan assets once every calendar year or when changing beneficiaries. You can change how future contributions are invested at any time.

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INVESTMENTS ARE NOT FDIC INSURED, MAY LOSE VALUE AND ARE NOT BANK GUARANTEED.

Before you invest, consider whether your or the beneficiary's home state offers any state tax or other benefits that are only available for investments in that state's qualified tuition program.

The Comptroller of the State of New York and the New York State Higher Education Services Corporation are the Program Administrators and are responsible for implementing and administering the Advisor-Guided Plan. Neither the State of New York nor its agencies insures accounts or guarantees the principal deposited therein or any investment returns on any amount or investment portfolio.

Upromise Investments, Inc. and Upromise Investment Advisors, LLC serve as Program Manager and Recordkeeping and Servicing Agent, respectively, and are responsible for day-to-day operations, including effecting transactions. J.P. Morgan Investment Management Inc. serves as the Investment Manager. J.P. Morgan Asset Management is the marketing name for the asset management businesses of JPMorgan Chase & Co. JPMorgan Distribution Services, Inc. markets and distributes the Advisor-Guided Plan. JPMorgan Distribution Services, Inc. is a member of FINRA/SIPC.

New York's 529 College Savings Program includes two separate 529 plans. The Advisor-Guided Plan is sold exclusively through financial advisors who have entered into Advisor-Guided Plan selling agreements with JPMorgan Distribution Services, Inc. You may also participate in the Direct Plan, which is sold directly by the Program and offers lower fees. However, the investment options available under the Advisor-Guided Plan are not available under the Direct Plan. The fees and expenses of the Advisor-Guided Plan include compensation to the financial advisor. Be sure to understand the options available before making an investment decision.

For more information about New York's 529 Advisor-Guided College Savings Program, you may contact your financial advisor or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at www.ny529advisor.com or by calling 1-800-774-2108. This document includes investment objectives, risks, charges, expenses, and other information. You should read and consider it carefully before investing.