Imogen SmithImogen SmithSenior Client Associate
About Imogen
Imogen Smith is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of the Peckler Wealth Management team, Imogen provides personalized client service and end-to-end operational support for high-net-worth clients and their families, helping manage important day-to-day activities with care and attention to detail. Imogen’s responsibilities include processing money movements, account opening and account maintenance. She is committed to delivering a high-touch client experience through accuracy, responsiveness and attention to detail.
Imogen joined J.P. Morgan in 2026. She was previously a Finance Intern at Warner Bros. Discovery, where she developed valuable experience during college. She graduated from the University of Michigan with a B.A. in Economics.
Having recently relocated to Boston, Imogen enjoys exploring the city’s museums, playing tennis on weekends and trying new restaurants and coffee shops. Originally from Connecticut, she grew up volunteering with Meals on Wheels alongside her mother and looks forward to becoming involved with local charitable organizations supported by J.P. Morgan.
Insights
Markets and Economy
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read Now
Markets and Economy
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read Now
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Retirement
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Markets and Economy
One economy, two markets, one message
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A calm index, a restless market
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Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowMarkets and Economy
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowRetirement
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowMarkets and Economy
One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read NowBusiness Planning
3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read NowMarkets and Economy
The cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read NowMarkets and Economy
Investing in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowMarkets and Economy
Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read Now
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