Julia Stone SmithJulia Stone SmithClient Associate
About Julia
Julia Stone Smith is a Client Associate with J.P. Morgan Wealth Management. Joining The Firstman, Horncastle, Cram, Worley Group in 2015, Julia delivers prompt execution of daily inquiries and provides personalized and attentive service. She is responsible for all operational activities, including money transfers, daily trading, account openings, and documentation to support the team's high-net-worth clients.
Prior to joining J.P. Morgan with her team, Julia began her career in financial services at Credit Suisse, where she obtained her Series 7 & 66 licenses.
Joining the financial services industry marked an unconventional turn in Julia's career path. She earned a bachelor of science degree in Zoology Conservation Biodiversity from Auburn University and spent time as a Zoologist at Zoo Atlanta and the Southeastern Raptor Center in Auburn, AL. Julia is a published scientist for her research conducted in Guanacaste Costa Rica on the American Crocodile. She has also worked with Big Cats at a preserve in South Africa.
Julia's lives in Dunwoody, Georgia with her husband, Tanner and cat, Smee. Outside of work, she enjoys volunteering with local animal shelters, traveling, hiking, and spending time with friends and family.
Insights
Investing
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Wealth Planning
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Wealth Planning
New York Estate Planning
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Investing
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Investing
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January 20, 2022We provide three simple tips to help investors navigate market volatility.Read Now
Investing
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February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read Now
Investing
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read Now
Investing
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read Now
Wealth Planning
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.Read NowInvesting
5 things moving markets—besides the Fed
February 3, 2022From COVID-19 case counts to the resilient housing market, there are some key dynamics investors should be keeping an eye on.Read NowInvesting
Black women are the fastest growing group of entrepreneurs. But the job isn’t easy.
February 21, 2022Read NowInvesting
How are markets adjusting to the ongoing crisis in Ukraine?
March 3, 2022Three things are starting to become clear as the invasion continues.Read NowWealth Planning
The intersection of climate change and the need to upgrade home insurance
March 8, 2022Climate change is impacting lots of choices that people make – even insurance. Keep reading to learn more about how homeowners insurance has been affected by climate change.Read NowWealth Planning
Key actions to consider before filing your U.S. tax return
February 16, 202214 moves that may help you optimize your 2021 return and set up for 2022.Read NowWealth Planning
New York Estate Planning
February 16, 2022When putting together an estate plan or any financial plan, you should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York StateRead NowInvesting
The case for (always) staying invested
February 17, 2022Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.Read NowInvesting
There’s been a stock market sell-off—now what?
January 20, 2022We provide three simple tips to help investors navigate market volatility.Read NowInvesting
What impact might the Russian invasion have on markets?
February 24, 2022We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.Read NowInvesting
What you need to know about this week’s Fed meeting
January 27, 2022We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.Read NowInvesting
Will central banks have to cause a recession to tame inflation?
February 10, 2022We’re answering the top questions on investors’ minds—and what they mean for portfolios.Read NowWealth Planning
Will the Fed be the market’s friend or foe in 2022?
February 16, 2022The economy and risk assets could power through higher interest rates this year. Here’s why.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.
(404) 842-4016julia.s.smith@jpmorgan.com