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
Family Legacy
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May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
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Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily Legacy
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOutlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowMarkets
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowOutlook
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFamily Legacy
Financial considerations for multigenerational households
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You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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