Judith CalvaJudith CalvaSenior Client Associate
About Judith
Judith Calva is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Bessey Group, Judith provides operational and account maintenance support for successful professionals, high-net-worth individuals and families. Her responsibilities include onboarding procedures, preparing financial documents, executing trades and ad hoc requests. She serves as a dedicated resource for all client concerns.
Judith graduated from California State University, Fullerton with a B.S. in Health Science. With two years of experience in financial services, she began her career in 2022 at Charles Schwab as a Client Relationship Specialist. Judith then moved to J.P. Morgan Wealth Management, where she acquired skills to carefully address individual clients' needs.
Judith holds FINRA Series 7, 63 and 65 securities licenses.
Outside of work, Judith enjoys watching football and baseball games, especially for her favorite teams, the Los Angeles Rams and Los Angeles Dodgers. She also enjoys going to the beach, the gym and trying different restaurants.
Insights
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The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowInvesting
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November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowFamily Legacy
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowMarkets and Economy
How policy, politics and profits are shaping market momentum
October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowMarkets and Economy
Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowFamily Legacy
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowFamily Legacy
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