About Nina

Nina Rojas is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of The DWC Team, Nina manages financial transactions, asset movement, and coordinates clients' investments in separately managed accounts and with alternative investments.

Nina has over 20 years of investment management experience. Before joining J.P. Morgan, she was at First Republic. Previously, she was at Credit Suisse, beginning in Operations Management and transitioning to a Relationship Associate serving over 100 relationships and $1 billion in assets. Prior to Credit Suisse, she served as an Associate Director and Client Service Associate at UBS.

Insights

Business Planning

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 Now
Wealth 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 Now
Markets

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 Now
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