Megan ClauzelMegan ClauzelSenior Client Associate
About Megan
Megan Clauzel is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The HHH Group, Megan provides administrative and operational support for the team and their high-net-worth clients. Her responsibilities include facilitating onboarding procedures, executing trades, managing fund transfers, addressing inquiries and handling ad hoc requests. She is dedicated to delivering an excellent client experience.
Megan joined J.P. Morgan in 2021, building on experience gained as a College Financial Representative at Northwestern Mutual, where she began her career in 2017. Across these roles, she has developed a thoughtful approach to client service. Megan holds a B.S. in Financial Services from San Diego State University.
In her free time, Megan enjoys spending quality moments with her husband and family. She loves sushi and thrives in warm weather. Megan values meaningful connections and believes that time spent with loved ones is the foundation of a happy life.
Insights
Markets and Economy
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Cybersecurity
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Business Planning
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Wealth Planning
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Investing
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Retirement
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Is the momentum trade over?
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Jetting off for the season? Avoid these cybersecurity and safety pitfalls
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Business succession planning: Building an effective team
June 4, 2026The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read NowInvesting
Where to invest cash to boost its yield
June 1, 2026Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read NowMarkets and Economy
If the shock doesn’t stick: Mapping out de-escalation
May 29, 2026Markets remain priced for persistent risk, but if tensions with Iran ease, investors could rotate toward unloved and less-owned sectors and regions.Read NowWealth Planning
What is a living trust?
May 27, 2026You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read NowInvesting
What motivates borrowers to leverage different lines of credit?
May 26, 2026Learn more about what influences borrowers to leverage different portfolio lines of credit, from seasonal themes to personal financial goals.Read NowRetirement
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
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