About Rebecca

Rebecca Thompson is a Senior Client Associate at J.P. Morgan Wealth Management.

Rebecca plays an integral role with the Jenkins Podkulski Allison ESOP Advisory Group, helping to enhance the team's concierge-service model by conveying a positive experience for its institutional and individual clients.

Among the essential functions she manages, Rebecca organizes client events, handles transactions, administers accounts, facilitates money transfers and assists with other client requests. As a talented multitasker, she is known for her accuracy and responsiveness.

Before joining the team in 2023, Rebecca spent five years at UBS as a Client Service Associate.

A graduate of the University of Georgia, Rebecca earned a B.B.A. in Economics and was active in the Economics Society. She holds the FINRA Series 7 and 66 securities licenses.

Rebecca is a native of Athens, Georgia, and now lives in the Atlanta area. In her free time, she is an avid cook and enjoys discovering new recipes. She also likes to work out, play volleyball, spend time with her two dogs, Dorothy and Quorra, and travel.

Insights

Markets

3 things we (and the markets) are grateful for this season

November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read Now
Wealth Planning

When does it make sense for a trust to own your life insurance policy?

November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Retirement

Leaving your job

November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.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.