Wendy MatamorosWendy MatamorosClient Associate
About Wendy
Wendy Matamoros is a Client Associate at J.P. Morgan Wealth Management.
Wendy works closely with Dan Jennings to provide a deeply customized client experience, characterized by attentiveness and care. Accustomed to the needs of highnet-worth clients, she builds genuine relationships with multiple generations of client families, demonstrating her commitment to their financial ease and streamlining the administrative burdens that wealth can impose. Clients look to her for meticulous follow-through and a resolve in seeing their requests to a satisfying conclusion.
Wendy has more than two decades of banking and wealth management experience. Before joining J.P. Morgan Wealth Management in 2023 with her team, she was a Client Service Associate with First Republic Investment Management. Her career also includes tenures with J.P. Morgan Chase, where she was a Private Client Banker and Small Business Specialist, as well as roles with U.S. Bank and Wells Fargo. Committed to excellence, Wendy has garnered a number of awards for her work, including National Achiever in 2019 and Outstanding Performer in 2018. She holds FINRA Series 6 and 63 securities licenses and has successfully completed the Securities Industry Essentials®(SIE®) Exam. She also holds California Life and Health Insurance licenses.
Outside the office, Wendy loves spending time with her husband, Josue Ramos, and their two sons. Their family circle also includes their beloved Australian Shepherd, Aussie. Wendy is very active with Torrance Little League, where she is the Team Mom, proud to support her sons and their teammates during their travel baseball games.
Insights
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read NowPrivate credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read NowDon’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowThe 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read NowHow to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read NowJune 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowAI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowA half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now