Linda LombariLinda LombariAssociateInvestment Associate
About Linda
Linda Lombari is an Investment Associate with J.P. Morgan Wealth Management.
As a member of The Reiser Wealth Management Group, she provides a dedication to the successful cultivation of highly satisfied client relationships. Linda works in close partnership with Advisors and the team's internal partners in proposing, delivering and executing strategies for clients' investment, banking and credit needs. Her responsibilities include day-to-day operations of client account maintenance, research and identifying necessary account opportunities.
Linda attended the University of Rhode Island. With 20 years of experience in financial services, she began her career at Citizens Bank Wealth Management as an Investment Associate. After leaving Citizens Bank in 2014, she went on to work as a Registered Investment Associate for TD Bank Wealth Management and Morgan Stanley. Linda joined J.P. Morgan in November 2018 and holds FINRA Series 7 and 66 securities licenses.
A native Rhode Islander, Linda resides in Barrington, RI, with her family. She is bilingual and fluent in Portuguese. In her time away from the office, she enjoys traveling, cooking, and spending time with family and friends.
Insights
Investing
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November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read Now
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Delayed September jobs report beats forecasts while unemployment rate ticks up
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Business Planning
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Business Planning
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Markets and Economy
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowInvesting
How to manage your employee stock options
November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowMarkets and Economy
Delayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read NowBusiness Planning
Understanding business entities
November 18, 2025If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWealth Planning
Understanding life insurance
November 18, 2025Many people have questions about life insurance. There is no one answer to determine how much life insurance to have, but understanding your reasons for holding it can help guide you.Read NowWealth Planning
What is umbrella insurance and why might I need it?
November 18, 2025Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowRetirement
401(k) private equity investing: Things to consider
November 17, 2025A new executive order may expand 401(k) access to private equity, real estate and other alternative assets. Learn key considerations for high-net-worth investors.Read NowBusiness Planning
End-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowMarkets and Economy
Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowMarkets and Economy
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
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