Jessi PearsonJessi PearsonSenior Client Associate
About Jessi
Jessi Pearson 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
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read Now
Eye on the Market: Letters to the Editor
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June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read Now
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2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
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Weathering retirement and estate planning headwinds facing LGBTQ+ people
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100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now