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
Outlook
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January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
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January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
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January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
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