About Cole

Cole Stedman is a Senior Client Associate at J.P. Morgan Wealth Management.

Cole provides operational and customer service support for high-net-worth individuals and families. His responsibilities include onboarding procedures, fund transfers, executing trades and addressing inquiries. He works diligently to deliver an excellent customer experience.

After earning a B.A. in Economics from The University of Maryland, Cole launched his career in 2023 at Equitable Advisors as a Financial Professional before moving to J.P. Morgan, where he has acquired skills to carefully address individual client needs. Residing in Needham, MA, Cole enjoys playing golf, spending time with his three sisters and enjoying the outdoors with his friends, family and two dogs. As a member of the non-profit organization Baby Basics, he has developed a deep appreciation of the importance of community and helping those around him.

Insights

Investing

How to use life insurance as a financial asset

July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Investing

How much of your portfolio should be in non-U.S. stocks?

July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Family Legacy

Creating meaning in the send-off: A guide for families with college-bound children

July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
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