Alex TeodorescuAlex TeodorescuClient Associate
About Alex
Alex Teodorescu is a Client Associate with J.P. Morgan Wealth Management.
As a member of The Alison | Jenkins | Podkulski Group, he provides operational support for private business owners with a particular focus in ESOP transactions. Alex specializes in Alternative Investments, Structured Products, and Derivative Trading strategies.
Alex graduated from the Terry School of Business at the University of Georgia with a degree in Finance. During his time there, he was chosen to participate in a semester-long study abroad program at the Vienna School of Economics and Business. With over 7 years of experience in the industry, he began his career in Finance at a local Registered Investment Adviser & Broker-Dealer based out of Atlanta working in Investment Operations. Prior to J.P. Morgan, Alex worked in Investment Banking for Truist (formerly SunTrust Robinson Humphrey) focusing on Media & Entertainment companies. Alex joined J.P. Morgan in May 2021.
He holds FINRA Series 7 & 66 licenses.
Insights
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
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Municipal bonds are in the spotlight. Should they be in your portfolio?
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November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
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Midterm elections preview: Potential outcomes and market implications
October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowMidterm elections preview: Potential outcomes and market implications
October 27, 2022With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for portfolios.Read Now