4/3/2023 0 Comments Education savings plannerUgift is a registered service mark of Ascensus Broker Dealer Services, Inc. ![]() Investors should consult with their legal or tax professionals for personalized assistance, including information regarding any specific state law requirements. This is not to be considered legal or tax advice. This information is provided for general educational purposes only. The Program Administrators, the Program Manager and JPMorgan Distribution Services, Inc., and their respective affiliates do not provide legal or tax advice. You should read and consider it carefully before investing. This document includes investment objectives, risks, charges, expenses, and other information. Be sure to understand the options available before making an investment decision.įor more information about New York’s 529 Advisor-Guided College Savings Program, you may contact your financial professional or obtain an Advisor-Guided Plan Disclosure Booklet and Tuition Savings Agreement at or by calling 1-80. The fees and expenses of the Advisor-Guided Plan include compensation to the financial advisory firm. However, the investment options available under the Advisor-Guided Plan are not available under the Direct Plan. You may also participate in the Direct Plan, which is sold directly by the Program and offers lower fees. The Advisor-Guided Plan is sold exclusively through financial advisory firms who have entered into Advisor-Guided Plan selling agreements with JPMorgan Distribution Services, Inc. New York’s 529 College Savings Program currently includes two separate 529 plans. Morgan Investment Management Inc., Ascensus Broker Dealer Services, LLC, JPMorgan Distribution Services, Inc., nor any of their applicable affiliates insures accounts or guarantees the principal deposited therein or any investment returns on any account or investment portfolio. ![]() ![]() No guarantee: None of the State of New York, its agencies, the Federal Deposit Insurance Corporation, J.P. markets and distributes the Advisor-Guided Plan. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. Ascensus Broker Dealer Services, LLC and its affiliates have overall responsibility for the day-to-day operations of the Advisor-Guided Plan, including recordkeeping and administrative services. Ascensus Broker Dealer Services, LLC serves as Program Manager for the Advisor-Guided Plan. 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 New York’s 529 Advisor-Guided College Savings Program (the “Advisor-Guided Plan”). Member FINRA and SIPC.Before you invest, consider whether your or the Beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s qualified tuition program. ![]() Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.Īmeriprise Financial cannot guarantee future financial results.Īmeriprise Financial Services, LLC. Accordingly, neither the publisher nor any of its licensees or their distributees shall be liable for any loss or damage caused, or alleged to have been caused, by the use or reliance upon this service. Laws and regulations change frequently, and are subject to differing legal interpretations. While the publisher has been diligent in attempting to provide accurate information, the accuracy of the information cannot be guaranteed. The information in this document is provided by a third party and has been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial Services, LLC.
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