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
How AI can boost productivity and jump start growth
September 4, 2025Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Financial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read Now
Should new tax rules change how – and when – you donate?
August 28, 2025Passage of the new tax law may change how – and when – you make charitable donations this year and beyond. Here’s how to give effectively while maximizing your impact in this new environment.Read Now
Fall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read Now
The importance of business cash management
August 28, 2025Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now
Beyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read Now
Women in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read Now
Thinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read Now
Insight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowHow AI can boost productivity and jump start growth
September 4, 2025Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowFinancial checklist: How to talk to your advisor
August 28, 2025Knowing which points to raise with your financial advisor can make for a more productive and fruitful conversation. Learn more here.Read NowShould new tax rules change how – and when – you donate?
August 28, 2025Passage of the new tax law may change how – and when – you make charitable donations this year and beyond. Here’s how to give effectively while maximizing your impact in this new environment.Read NowFall in focus: 5 things investors should watch
August 28, 2025From inflation and the Fed to the AI super-cycle, what’s on the radar as summer comes to a close?Read NowThe importance of business cash management
August 28, 2025Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read NowBeyond bonds: How to protect against inflation-led shocks
August 22, 2025Bonds won’t always cushion equity drawdowns, especially if they’re inflation-led. Here are three other strategies to consider.Read NowWomen in philanthropy: A transformative force in light of the Great Wealth Transfer
August 22, 2025The Great Wealth Transfer is shifting capital to women in a profound way. It’s also allowing women to bring their unique approach to the world of charitable giving.Read NowThinking about selling or transitioning your business? Here’s what you need to know
August 22, 2025It’s never too early to start thinking about the future of your business. Read about some key considerations for business transition planning.Read NowInsight 8: Work together to build a better world
August 22, 2025Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now