Lauren XouleisLauren XouleisClient Associate
About Lauren
Lauren Xouleis is a Client Associate at J.P. Morgan Wealth Management.
Lauren joined J.P. Morgan Wealth Management in 2023 with her team from First Republic Private Wealth Management, which she joined in 2021. Earlier in her career, Lauren spent more than seven years with a boutique insurance firm in Laguna Hills, California. A graduate of California State University, Long Beach, she earned her B.S. in Marketing with a minor in French.
Lauren grew up in Chicagoland and lived in Belgium with her family before moving to California. She lives in Palm Desert, California, with her husband, son and daughter, and three dogs. Lauren enjoys cooking and spending time outdoors, especially in the nearby mountains to escape the desert heat.
Insights
Markets
Putting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read NowWealth Planning
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowWealth Planning
Preparing for transition: An exercise for business owners
October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read NowOutlook
Eye on the Market: Mind the gap
September 30, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at presidential candidate policy differences and implications for investors.Read NowWealth Planning
Planning for your family and terminal illness
September 30, 2024There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read NowWealth Planning
End the year strong: 10 planning moves to make now
September 27, 2024Making one or more of these planning moves can strengthen your financial position for this year, and beyond.Read NowBusiness
Considerations for owning a cash-only business
September 27, 2024Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read NowMarkets
3 things we heard at the rate cut after-party
September 27, 2024Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.Read NowWealth Planning
Building a new legacy: A conversation with Adrienne-Bailon Houghton
September 26, 2024Knowledge and intentionality can help pave the way in creating a lasting financial legacy for the next generation.Read NowMarkets
Putting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read NowWealth Planning
“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read NowWealth Planning
Preparing for transition: An exercise for business owners
October 1, 2024Early planning can help ensure you and your business are set up for a successful transition. Learn how to get started.Read NowOutlook
Eye on the Market: Mind the gap
September 30, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, looks at presidential candidate policy differences and implications for investors.Read NowWealth Planning
Planning for your family and terminal illness
September 30, 2024There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read NowWealth Planning
End the year strong: 10 planning moves to make now
September 27, 2024Making one or more of these planning moves can strengthen your financial position for this year, and beyond.Read NowBusiness
Considerations for owning a cash-only business
September 27, 2024Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read NowMarkets
3 things we heard at the rate cut after-party
September 27, 2024Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.Read NowWealth Planning
Building a new legacy: A conversation with Adrienne-Bailon Houghton
September 26, 2024Knowledge and intentionality can help pave the way in creating a lasting financial legacy for the next generation.Read NowPersonalized guidance begins with a conversation.
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