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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now