About Avery

Avery Barth is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of The Barnes Chung Lally Group, Avery works closely with clients, helping to streamline their financial lives through her diligent support and attentive service. Clients look to Avery for a variety of needs, including new account onboarding, money movement, account maintenance, inquiry resolution, reporting and special projects. She also contributes to the team's smooth investment operations through trading activity. Outgoing by nature, Avery enjoys learning about clients and conveying her genuine interest in their lives. She is skilled in researching questions on clients' behalf, providing them with steady updates on her efforts.

Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Avery was a Senior Registered Client Service Associate with First Republic Private Wealth Management, where she worked for four years. She earned her B.A. in Communications from the Annenberg School for Communication and Journalism at the University of Southern California, with minors in Sports Media Studies and Business Finance. Avery holds FINRA Series 7 and 66 securities licenses.

Originally from Pasadena, Avery enjoys living in Southern California. She hails from a tight-knit family and loves to spend time with her two nephews. Her hobbies include skiing, playing recreational sports and watching sports, with special fondness for the Olympics. A frequent blood donor, Avery has also served as a bone marrow donor—a life-changing experience that involved flying cross country on behalf of her recipient.



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