Kerri WashingtonKerri WashingtonClient Associate
About Kerri
Kerri Washington is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Edge Minson Group, she provides operational and customer service support for high-net-worth individuals, private business owners and successful professionals. Kerri's responsibilities include maintaining account records and preparing financial documents. She serves as a dedicated resource for all client concerns.
Kerri graduated from University of Maryland University College with a B.A. in Graphic Communications. With 15 years of experience in financial services, she began her career in 2009 at Bank of America as a Personal Banker. Kerri then moved to Wells Fargo Bank and Morgan Stanley where she gained valuable relationship management experience. She holds FINRA Series 6, 7, 63 and 65 securities licenses and Life, Health and Variable Annuity licenses.
Kerri lives in Atlanta and outside of work, she enjoys gardening and has a passion for international travel.
Insights
Family Legacy
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Wealth Planning
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Family Legacy
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
Wealth Planning
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
Wealth Planning
How to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now
Wealth Planning
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
Markets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read Now
Investing
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Retirement
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowFamily Legacy
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowWealth Planning
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowFamily Legacy
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowWealth Planning
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowWealth Planning
How to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowWealth Planning
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowMarkets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowInvesting
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.