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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.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.