Devin KazmerDevin KazmerClient Associate
About Devin
Devin Kazmer is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Desser Group, Devin provides administrative and customer service support for high-net-worth individuals and families. Devin's responsibilities include maintaining account records, onboarding procedures and fund transfers. He works diligently to deliver an excellent customer experience and serves as a dedicated resource for all clients.
Devin graduated from Loyola Marymount University with a B.A. in Economics. With two years of experience in financial services, he began his career in 2022 at Raymond James & Associates as a Client Associate. He then moved to J.P. Morgan Wealth Management as a Client Associate where he acquired skills to carefully address individual clients' needs.
Devin lives in Costa Mesa with his two dogs. Outside of work, he enjoys spending time with his friends and family, exercising with his dogs, and working on music.
He holds FINRA Series 7 and 66 securities licenses.
Insights
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July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowWealth Planning
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July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowWealth Planning
Insight 6: Active cross-generational stakeholder alliance
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July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowMarkets
Quick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowMarkets
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 NowWealth 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 NowOutlook
June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now
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