John DunlapJohn DunlapClient Associate
About John
John Dunlap is a Senior Client Associate with J.P. Morgan Wealth Management.
As a member of The Edge Minson Group, he provides operational and administrative support for high-net-worth individuals and their families. John's responsibilities include executing trades, preparing financial reports and ad hoc requests. He works diligently to deliver an excellent customer experience.
John attended Elon University where he graduated with a B.S. in Business Administration from Elon's Love School of Business in 2005. He also has an M.B.A. from the Terry School of Business at the University of Georgia. With over 15 years of experience in the financial service industry, he began his career at the Global Wealth Management division of Merrill Lynch in Atlanta, GA. John moved to the Private Client Group at Fidelity Investments, and then to the Private Wealth Management division of UBS Financial Services where he gained valuable relationship management experience. He joined J.P. Morgan in 2017 and is vital to the success of the team.
John currently resides in Alpharetta, GA with his wife, Carol Ann, their daughter, Lochlyn, and their two Yorkshire terriers, Maddie and Breckenridge. He is also an avid world traveler and has visited over 40 countries. Some of John's favorite moments include road tripping around Iceland, visiting the Shwedagon Pagoda in Myanmar and hiking to the Tiger's Nest in Bhutan. Besides his love for travel, he enjoys writing, photography and cheering on the Atlanta Braves.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
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
Market 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 Now
Is 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 Now
Add 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 Now
Municipal 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 Now
For 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 Now
With 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 Now
Fixed 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 NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.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 Now