About Josie

Josie Jenner is a Senior Client Associate at J.P. Morgan Wealth Management.

Josie provides operational and administrative support for sophisticated clients. Her responsibilities include on boarding procedures, addressing inquiries and preparing financial documents. She serves as a dedicated resource for all client concerns.

Josie began her career in 2020 at Bank of America as a Relationship Banker. She then moved to Merrill Lynch as a Financial Solutions Advisor where she acquired skills to carefully address individual client needs.

Josie lives in Gwinnett County with her gorgeous family. Outside of work, she loves to spend time exploring the North Georgia Mountains, visiting local wineries, farms and wildlife rescues, and going on hiking adventures with her children.

Insights

Outlook

2025 Outlook update: How to parse policy uncertainty

March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
Markets

The bull side, the bear side and the reality

March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now
Real Estate

What to know about tax-aware borrowing

March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.