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

Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Sustainability

Debunking the top five sustainable investing myths

April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
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