Alexandra EmmaAlexandra EmmaInvestment Associate
About Alexandra
Alexandra Emma is an Investment Associate with J.P. Morgan Wealth Management.
As a member of The Pritchett Group, she provides customer service and operational support for high-net-worth individuals and their families. Alexandra's responsibilities include onboarding procedures, executing trades, addressing inquiries and monitoring transactions. She works diligently to deliver an excellent customer experience.
Alexandra graduated from The University of Alabama with a B.S. in Finance. She began her career in 2019 at J.P. Morgan Asset Management as an Analyst specializing in the firm's mutual fund products. Alexandra moved to J.P. Morgan Wealth Management in October of 2021 to join the team. She holds FINRA Series 6, 63, SIE, 7 and 65 securities licenses.
Alexandra grew up in Naples, FL, and now resides in Atlanta, GA. In her spare time, she enjoys working out, traveling, and playing with her Black Labrador, Finn.
Insights
Wealth Planning
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Retirement
Retirement planning: Contribution limits for 2025
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Wealth Planning
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Outlook
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Outlook
Ready to thrive in 2025
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Wealth Planning
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Wealth Planning
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowWealth Planning
Communicating wishes when preparing for a death
December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read NowRetirement
Retirement planning: Contribution limits for 2025
December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read NowMarkets
Will a shutdown tarnish a banner year for U.S. markets?
December 20, 2024History suggests there will be little impact, but could this time be different?Read NowWealth Planning
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowOutlook
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowBusiness
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowOutlook
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read NowWealth Planning
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowWealth Planning
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
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