Yasmeen MarYasmeen MarAssociateSenior Client Associate
About Yasmeen
Yasmeen Mar is a Senior Client Associate at J.P. Morgan Wealth Management.
Yasmeen provides the perspective and knowledge she has acquired from more than 25 years in wealth management and banking, helping high-net-worth individuals and families gain greater control over their financial lives.
Within the team, Yasmeen's areas of focus include onboarding new clients, preparing financial documents, addressing client inquiries and monitoring transactions. Diligent by nature, Yasmeen provides clients with a highly responsive service ethic, adding to their ease and convenience. Her reputation for excellence is cemented through her day-to-day actions and her leadership in seeing inquiries to a satisfying conclusion.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Yasmeen was a Client Associate with The Phil Scott Group at First Republic Private Wealth Management. Her experience also includes tenures with Bank of America, Merrill Lynch and Seafirst Bank, where she began her career as a Banking Associate. She has worked in financial services since 1998 and earned her B.A. in Art from Olympic College.
Yasmeen lives in Seattle with her husband, Rich, their two children and two dogs. Outside of work, she actively plays league tennis and pickleball. In her free hours, she enjoys spending time with her family and loves to travel the world.
Insights
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Should I convert to a Roth IRA?
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January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowHow to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
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January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now