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
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now
Fundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read Now
How to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read Now
Donor-advised funds vs. private foundations: How to choose your giving strategy
December 12, 2024Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read Now
November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now
3 key motivations for giving this season
December 12, 2024The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowIncentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowFundamental estate planning considerations
December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now2024’s unanswered questions: 3 things we want to know
December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowHow to prepare your finances for marriage
December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowDonor-advised funds vs. private foundations: How to choose your giving strategy
December 12, 2024Understanding the options when it comes to charitable giving is key to solidifying a strategy that will help you achieve your philanthropic goals.Read NowNovember 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now3 key motivations for giving this season
December 12, 2024The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read Now