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

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

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Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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