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

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(404) 842-4016julia.s.smith@jpmorgan.com