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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How worried should you be about the U.S. debt and deficit?
June 28, 2024We break down common concerns, share possible scenarios and discuss how policymakers and investors might respond.Read Now![](http://dynl.mktgcdn.com/p/GjN4fn4fK01Bkp7F0CixIjwHryxJk1R4Q0ZyJMmStYo/1440x810.jpg)
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June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now![](http://dynl.mktgcdn.com/p/XBXJ1n1ch0AHcIbULXC85PrPqpasQvxxITmkOHUtVvk/1440x810.jpg)
Pushbacks and Top Tracks: A Mid-Year Mixtape
June 21, 2024We answer your top questions with the help of our favorite summer tracks.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How you can pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
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June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/ZHfHyoADyKBkbj13JKvXkODBZFST4PKjnLtmAlnW1KE/1440x810.jpg)
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June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now![](http://dynl.mktgcdn.com/p/9eofX_ZBksfXrgTeFPUBqnXbShwIXcMFCO_UtZ0ompA/1440x810.jpg)
How worried should you be about the U.S. debt and deficit?
June 28, 2024We break down common concerns, share possible scenarios and discuss how policymakers and investors might respond.Read Now![](http://dynl.mktgcdn.com/p/GjN4fn4fK01Bkp7F0CixIjwHryxJk1R4Q0ZyJMmStYo/1440x810.jpg)
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How to assess the potential impact of AI on your portfolio
June 28, 2024Companies and fund managers are moving quickly to tap into AI’s potential, but are they also properly weighing the risks? Here’s how we’re making our assessments.Read Now![](http://dynl.mktgcdn.com/p/VPEFJJYmnzCQ8RZqh6a_AZVgQYS3BlK3r076cOpmkdE/1440x810.jpg)
Are overlooked small- and mid-cap stocks about to surge?
June 25, 2024Now may be a good time to consider adding quality small- and mid-cap stocks. Durable earnings growth and near-record valuation discounts create a potential entry point.Read Now![](http://dynl.mktgcdn.com/p/Uj9oRG8PnTp02cDyjLrVI7qIh5H9MsZUTLe2jnxGma8/1440x810.jpg)
How the upcoming U.S. presidential election could impact your portfolio
June 21, 2024What does the race for the White House mean for your portfolio? Check out highlights from a recent webcast about how the U.S. presidential election might affect your finances.Read Now![](http://dynl.mktgcdn.com/p/XBXJ1n1ch0AHcIbULXC85PrPqpasQvxxITmkOHUtVvk/1440x810.jpg)
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June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/96unipagQ7Q2QYMsCQFo9HrABA3EuMlUTQ4M_tMSGTU/1440x810.jpg)
How to successfully pass down the family vacation home
June 20, 2024Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now![](http://dynl.mktgcdn.com/p/ZHfHyoADyKBkbj13JKvXkODBZFST4PKjnLtmAlnW1KE/1440x810.jpg)
Business succession planning: Building an effective team
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