Julie RousseauJulie RousseauManaging DirectorWealth Partner
About Julie
Julie Rousseau is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
An important member of The Atwood Group, Julie leans on 20-plus years of financial services experience to advise clients in all areas of wealth management, with a special focus on complex planning issues.
Julie joined J.P. Morgan in 2023 after spending five years as a Wealth Advisor at First Republic Investment Management for her team. She was previously a Financial Advisor within the Private Banking and Investment Group for the Atwood Group at Merrill Lynch.
Earlier, Julie served as a Managing Director and member of a Boston-based registered investment advisory (RIA) firm, heading up the firm's Private Wealth and Family Office practices. During her tenure there, she serviced the firm's family and institutional clients, and held responsibilities in the firm's operations, technology development and management efforts as the firm grew from $400 million in assets under management to more than $10 billion AUM. She began her career at Brown Brothers Harriman & Co.
Julie holds a B.A. from Providence College.
Insights
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May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow parents can create financially independent adults
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May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowKevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
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