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

Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
Wealth Planning

Insight 5: Continually evolve and renew the ownership portfolio

July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
Markets

3 considerations for investing in a bull market

July 12, 2024The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.