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 and Economy

3 reasons we now favor the health care sector

December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
Wealth Planning

6 strategies to consider before year-end

December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Business Planning

Incentive stock options and the AMT

December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.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.