Patents by Inventor Donald J. Weldon, Jr.

Donald J. Weldon, Jr. has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • System and method for aggregate portfolio client support
    Patent number: 7103556
    Abstract: A system for facilitating client and advisor communications which may include a port to an aggregate database of a client's holdings and profile. When servicing or analyzing a client's financial needs, a financial advisor at a call center or other facility may be presented with a screen displaying some or all of the client's accounts, profile or analysis tools, collected via Internet or other sources. Other parties, including the client, may be offered access to the same, similar or related data and the financial advisor's analysis via a Web browser or other interface.
    Type: Grant
    Filed: September 26, 2001
    Date of Patent: September 5, 2006
    Assignee: JPMorgan Chase Bank, N.A.
    Inventors: Bernard M. Del Rey, Mark R. Sheehan, Donald J. Weldon, Jr.