Video Transcript: A day in the life: Radhames “Rad” Pinada
Note:
Sound of people bustling.
On Screen:
J.P. Morgan Wealth Management logo.
Note:
A legal disclosure appears below:
On screen:
On screen:
Text appears over the skyline of a riverside city:
On screen:
New York, NY.
Radhames “Rad” Pineda:
First American, born in Queens, New York. My father's Dominican and my mother's Colombian.
On screen:
A dark-haired man with a goatee, Radames Pineda, wears a white dress shirt and pink tie as he steeples his fingers. He speaks from an office.
Radhames “Rad” Pineda:
From a very young age, my mother really implemented in me that: anything that I want, I can do. Where I always keep them in mind whenever I'm giving advice to a client. Would my parents be happy with what I just delivered to this person?
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Cool music plays.
On screen:
He takes a phone call as a subway train rushes past, then walks down a city sidewalk. Traffic races through an intersection in time lapse, and the man with the goatee heads into a building with the Chase logo and a sign: 'Chase Private Client.'
Radhames “Rad” Pineda:
My name is Radames Pineda, also known as Rad.
On screen:
Text appears as he speaks from the office:
On screen:
Radhames "Rad" Pineda, Private Client Advisor, J.P. Morgan Wealth Management.
Radhames “Rad” Pineda:
I am a J.P. Morgan Private Client Advisor.
On screen:
A mantle displays achievement awards alongside professional and family photos. A plaque with his name reads: 'For Excellence in Making a Difference,' and golden keys dangle from a hook.
Radhames “Rad” Pineda:
I've been at the firm with J.P. Morgan for 11 and a half years, and every single quarter, month, weekday has been fun.
On screen:
A series of clips show Rad adjusting his blazer, patting a co-worker on the back, striking out a list item, and smiling and meeting with colleagues. Traffic streams through an intersection and a Chase sign comes into focus. Rad speaks from the office.
Radhames “Rad” Pineda:
Very early on in the start of my career, I realized that working at a bank isn't just helping people move money around. Here at the firm, we work very closely with our bankers that help our clients that we cover holistically.
On screen:
Rad jots notes, answers a phone call, and gestures as he meets with a client. He shakes a client's hand as she arrives in the lobby.
Radhames “Rad” Pineda:
At the center of everything, the main captain of the team is the client.
On screen:
At home, Rad walks downstairs with his blazer over his arm. He sits in his kitchen with a cup of coffee as he scrolls a tablet.
Radhames “Rad” Pineda:
Usually up around six in the morning and my day starts with a cup of coffee, go downstairs, I try to read as much as I possibly can.
On screen:
Rad walks down a city street, then sits at a desk with a clear glass divider. He types wearing a silver wedding band and his shirt cuffs embroidered with his initials.
Radhames “Rad” Pineda:
I'm in the office, usually the first one in. You know, I send my emails to my team to make sure that they know where I am, how my day is looking. Couple of client meetings, usually anywhere from two to four meetings per day. And in between, just reading everything that's happening in the world and connecting with clients.
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His landline phone rings.
On screen:
He answers calls at his desk.
Radhames “Rad” Pineda:
Hey, Giselle. Rad with J.P. Morgan, how are you? Happy Tuesday! Susan, it's Rad with J.P. Morgan. How are you? Hey Michael. How's it going? It's Rad.
Radhames “Rad” Pineda:
A successful day for me would be having at least 10, 15 conversations with clients, just making sure that everything is okay in their lives, personally, and with what we have as far as investments.
Radhames “Rad” Pineda (NAT):
What did you think of the call earlier? The conference call. Hi!
On screen:
Rad hangs up his phone. At home, an older boy and a younger girl run to hug Rad as he steps through the door. His wife shuts her laptop and stands from a sofa.
Radhames “Rad” Pineda:
Home by six, usually, to my kids who are jumping all over me and they need that to start being dad at a hundred percent.
Note:
He laughs.
On screen:
In the yard, his wife pushes their daughter in a swing as his son goes down a slide.
Radhames “Rad” Pineda:
Here we go, big boy.
On screen:
Rad pushes both kids on swings.
Radhames “Rad” Pineda:
Other than spending quality time with my kids, my favorite thing to do is to cycle.
On screen:
Rad rides his bike down a residential street. He puts on his helmet and works on his bike in the driveway. He rides through a neighborhood.
Radhames “Rad” Pineda:
I welcome the opportunity to take a day off here and there and ride my 40, 50 miles on my road bike. Part of my own retirement plan is to work very hard for the next 25 years and go around the country on my bike at some point with a group of friends. It is so liberating, makes me feel like a kid again.
On screen:
A golden sky silhouettes the New York City skyline as a boat cruises the river. Then, a photo shows Rad smiling with his parents and two siblings.
Radhames “Rad” Pineda:
Out of my siblings, I am the oldest, first generation. My parents came here, they literally came here with nothing. And I wish I was an advisor when my parents really needed one. They didn't plan accordingly and that always hits me like, look, I have two kids. They both have 529 plans. They own mutual funds, they own stocks, they own bo-- like…
On screen:
Rad makes a call at his desk, his daughter jumps into his arms, and his son goes down a slide. Now, he sits with his son as they review charts and graphs on a tablet.
Radhames “Rad” Pineda:
…my son and I speak about his portfolio. He's nine, he owns four stocks. He saves every month to buy a stock.
Note:
A disclaimer:
On screen:
All companies referenced are shown for illustrative purposes only, and are not intended as a recommendation or endorsement by J.P. Morgan in this context.
Radhames “Rad” Pineda:
I never had that conversation at nine. That's my why: I am very mindful of trying to help everyone that I interact with, irrespective of what the need is or what their net worth is. Everyone needs good advice.
On screen:
Rad meets with a client, takes notes, chats with a colleague, and reviews stocks with his son. At his desk, he smiles on the phone.
Radhames “Rad” Pineda:
As long as they're willing to listen, I'm willing to share.
Note:
The video ends with legal disclosures:
On screen:
Depending upon the laws of the home state of the customer or designated beneficiary, favorable state tax treatment or other benefits offered by such home state for investing in 529 Plans may be available only if the customer invests in the home state's 529 Plan. Any state-based benefit offered with respect to a particular 529 Plan should be one of many appropriately weighted factors to be considered in making an investment decision; and you should consult with your financial, tax, or other adviser to learn more about how state-based benefits (including any limitations) would apply to your specific circumstances.
The price of equity securities may rise or fall due to the changes in the broad market or changes in a company's financial condition, sometimes rapidly or unpredictably. Equity securities are subject to 'stock market risk' meaning that stock prices in general may decline over short or extended periods of time.
When investing in mutual funds or exchange-traded and index funds, please consider the investment objectives, risks, charges and expenses associated with the funds before investing. You may obtain a fund's prospectus by contacting your investment professional or visiting the fund company's website. The prospectus contains this, and other information, which should be carefully read before investing.
In general, the bond market is volatile and bond prices rise when interest rates fall and vice versa. Longer term securities are more prone to price fluctuation than shorter term securities. Any fixed income security sold or redeemed prior to maturity may be subject to substantial gain or loss. Dependable income is subject to the credit risk of the issuer of the bond. If an issuer defaults no future income payments will be made.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co.
Copyright 2025 JPMorgan Chase & Co.
On Screen:
J.P. Morgan Wealth Management logo.