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 and Economy
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
Wealth Planning
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
Family Legacy
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read Now
Family Legacy
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
Wealth Planning
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
Wealth Planning
How to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now
Wealth Planning
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
Markets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read Now
Investing
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowMarkets and Economy
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowWealth Planning
5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowFamily Legacy
Planning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowFamily Legacy
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read NowWealth Planning
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowWealth Planning
How to prepare your finances for marriage
November 12, 2025As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowWealth Planning
Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowMarkets and Economy
Why the U.S. economy and S&P 500 are diverging
November 7, 2025The markets are not the economy. We explain why we’re seeing vastly different numbers.Read NowInvesting
The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
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