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

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.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.