Rebecca ThompsonRebecca ThompsonSenior Client Associate
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
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