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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July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowOutlook
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July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowWealth Planning
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July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowWealth Planning
Insight 6: Active cross-generational stakeholder alliance
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July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowMarkets
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowMarkets
What’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowWealth Planning
Insight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowOutlook
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now
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