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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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