SMARTRETIREMENT LIFETIME INCOME
RegisteredWord Mark
•
Ownership
JC
Owner Name
Type: Organization / National Banking Association
Address
1111 Polaris Parkway
Columbus, OH 43240
Critical Dates
First Use Date
Aug 15, 2024
Filing Date
Apr 17, 2023
Registration Date
Oct 21, 2025
Mark Descriptions
Services
Class 36
Mutual fund brokerage, investment and distribution service
Mark Elements
Text Mark
SMARTRETIREMENT LIFETIME INCOME
Category
Service Mark
Standard Characters
Yes
Color Claim
No
Related Registrations
3408185
JPMORGAN SMARTRETIREMENT INCOME FUND
LIVE - REGISTERED
Service MarkWordOwner: JPMORGAN CHASE BANK, N.A.
Status: REGISTERED AND RENEWED
Record Details
Serial No.
77148229
Registration No.
3408185
Relation
Related registration
Important Dates
Filed
Apr 4, 2007
Registered
Apr 8, 2008
First Use
May 1, 2006
Goods & Services
Class 036
"INCOME FUND"
3818281
JPMORGAN SMARTRETIREMENT
LIVE - REGISTERED
Service MarkWordOwner: JPMORGAN CHASE BANK, N.A.
Status: REGISTERED AND RENEWED
Record Details
Serial No.
77897037
Registration No.
3818281
Relation
Related registration
Important Dates
Filed
Dec 18, 2009
Registered
Jul 13, 2010
First Use
May 1, 2006
Goods & Services
Class 036
mutual fund brokerage, investment and distribution services
3818282
SMARTRETIREMENT
LIVE - REGISTERED
Service MarkWordOwner: JPMORGAN CHASE BANK, N.A.
Status: REGISTERED AND RENEWED
Record Details
Serial No.
77897059
Registration No.
3818282
Relation
Related registration
Important Dates
Filed
Dec 18, 2009
Registered
Jul 13, 2010
First Use
May 1, 2006
Goods & Services
Class 036
mutual fund brokerage, investment and distribution services
Data source: USPTO TSDR
View on USPTO websiteTrademark Timeline
First Use
Filing Date
Publication Date
Registration Date
USPTO Records
| Title | Date | Category | Source | Pages | Format | Actions |
|---|---|---|---|---|---|---|
AI AssessmentCached Mar 12, 2026, 08:48 AMCached
AI-generated analysis of USPTO data for this trademark. WARNING: Content may not be accurate or up to date. Validate all responses.
Trademark Summary
The service mark SMARTRETIREMENT LIFETIME INCOME covers mutual fund brokerage, investment and distribution services in International Class 36, with a disclaimer of "LIFETIME INCOME" and claims to prior registrations 3408185, 3818281, and 3818282. It is owned by JPMorgan Chase Bank, N.A., a national banking association based in Columbus, Ohio. The mark is registered on the Principal Register as of October 21, 2025, under Registration Number 7995417, with first use and first use in commerce dated August 15, 2024.
Recent Activity
Filed on April 17, 2023, the application was published for opposition on October 17, 2023, followed by a Notice of Allowance on December 12, 2023. After two extensions and a Statement of Use filed on April 28, 2025, it proceeded to registration on October 21, 2025.
USPTO
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