Jessi RolandJessi RolandAssociateClient Associate
About Jessi
Jessi Roland is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Delaney Davis Group, Jessi plays an integral part in managing relationships with the team's valuable mix of high-net-worth individuals and families. She serves as an advocate for each client, placing their goals front and center through the thoughtful organization of every element of their financial picture. Jessi's strengths include banking, lending and helping individuals create comprehensive strategies with the Wealth Plan system. She goes the extra mile to find the answers they seek and lend the confidence their needs have been heard.
Jessi graduated from Kennesaw State University with a B.B.A. in Finance. With eight years of client-facing experience in the industry, she began her career in 2015 at Northwestern Mutual as an Associate Financial Representative. In 2016, Jessi moved to Principal Financial Group, where her focus was on comprehensive long-term wealth management and business planning for sophisticated clients. She joined J.P. Morgan in 2017 and holds FINRA Series 7, 65 and 63 securities licenses.
Jessi grew up in Cumming, GA and continues to reside in the area near Lake Lanier. Outside of work, she enjoys spending time with family and friends, boating on the lake and traveling.
Insights
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November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read NowA guide to alternative investments: What they are and how they work
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November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowLeaving your job: A quick transition guide for your 401(k), company stock and benefits
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November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read Now‘Buy-borrow-die’: The 3-step wealth strategy explained
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November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read Now6 estate planning pitfalls that family conversations can help prevent
November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read NowThe Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read Now