Sarah SalgadoSarah SalgadoSenior Client Associate
About Sarah
Sarah Salgado is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Bessey Group, Sarah provides administrative and customer service support for high-net-worth individuals, families and institutional investors. Her responsibilities include coordinating the team's operational aspects, preparing financial documents and handling ad hoc requests. She is a dedicated resource for all client inquiries.
Sarah graduated from California State University of Dominguez Hills with a B.S. in Accounting. With ten years of experience in financial services, she began her career in 2014 as a Licensed Banker at Wells Fargo. Sarah then moved to First Republic, a predecessor firm of J.P. Morgan, where she was the point person for helping clients meet their financial needs.
Active in her community, Sarah volunteers at her local animal shelter and participates in feeding the homeless. She lives in Northridge and, in her free time, enjoys playing volleyball, traveling and spending time with her two sons and their Golden Doodle.
Insights
Outlook
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
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
Making the transition to retirement
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
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
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
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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