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 17 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
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Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowEye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowFour reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowGeopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowIs it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowWhat you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowQuick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now