About Jacqueline

Jackie Lazerus is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.

Jackie joined J.P. Morgan in 2023 with her team from First Republic Private Wealth Management. She has spent her entire career in private wealth management, previously with Credit Suisse and Kayne Anderson Rudnick. A graduate of UCLA, she earned her B.A. in History.

Jackie enjoys traveling, playing tennis and spending time with her dog.

Insights

Markets

The first 100 days: What Trump’s policies mean for investors

May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now
Wealth Planning

What is the wash sale rule?

April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Markets

Threading the needle: Where markets may be mispricing trade risk

April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read Now
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