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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.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.