Amanda LaSalleAmanda LaSalleClient Associate
About Amanda
Amanda LaSalle is a Client Associate with J.P. Morgan Wealth Management.
As a member of The Desser group she provides operational and account maintenance support for high-net-worth individuals and families. Amanda's responsibilities include coordinating the operational aspects of the team, onboarding procedures, fund transfers and ad hok requests. She has a reputation for managing day-to-day activities in a steady and experienced manner.
Amanda graduated from San Diego State University with a B.S. in Finance. With 14 years of experience in financial services, she began her career in 2007 at LPL Financial as a compliance associate. Amanda then moved to Muriel Siebert and Wells Fargo Advisors, where she acquired skills to carefully address individual clients' needs. She joined J.P. Morgan in 2020 drawn to the firm's stellar reputation and executional platforms.
She holds FINRA Series 7, 63 and 65 licenses.
Amanda lives in Redondo Beach with her husband, John. Outside of work, she enjoys spending time with her family and friends. She has a passion for animals and traveling which has led her to fostering dogs till they are adopted into good homes and planning travel around wildlife.
Insights
Business Planning
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Wealth Planning
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Outlook
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Markets
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Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowWealth Planning
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowMarkets
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowSustainability
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowFamily Legacy
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowInvesting
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read NowMarkets
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowOutlook
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowMarkets
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
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