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

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