About Jessi

Jessi Roland is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of The Delaney Foster Group, Jessi plays an integral part in managing relationships with the team's valuable mix of high-net-worth individuals and families. She serves as an advocate for each client, placing their goals front and center through the thoughtful organization of every element of their financial picture. Jessi's strengths include banking, lending and helping individuals create comprehensive strategies with the Wealth Plan system. She goes the extra mile to find the answers they seek and lend the confidence their needs have been heard.

Jessi graduated from Kennesaw State University with a B.B.A. in Finance. With eight years of client-facing experience in the industry, she began her career in 2015 at Northwestern Mutual as an Associate Financial Representative. In 2016, Jessi moved to Principal Financial Group, where her focus was on comprehensive long-term wealth management and business planning for sophisticated clients. She joined J.P. Morgan in 2017 and holds FINRA Series 7, 65 and 63 securities licenses.

Jessi grew up in Cumming, GA and continues to reside in the area near Lake Lanier. Outside of work, she enjoys spending time with family and friends, boating on the lake and traveling.

Insights

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth 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
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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