About Sarah

Sarah Wieczorek is a Client Associate at J.P. Morgan Wealth Management.

In her forward-facing role, Sarah serves as a dedicated point of contact for the administrative functions that impact clients of The Gluck Group. Her responsibilities lie at the heart of the team's day-to-day activities and include onboarding procedures, account maintenance and distributing research reports. She is known for her proactive outreach and reputation for delivering a boutique-quality customer experience.

After a lengthy career in the fashion industry, she pivoted to wealth management for the opportunity to overlay her creative skillset on the discipline of finance management. Sarah joined J.P. Morgan in 2021 and holds the FINRA Series 66 and 7 securities licenses.

Born and raised in the Midwest, Sarah graduated from Kent State University, Ohio with a B.A. in Fashion Design. She moved to Los Angeles in 2001 and now resides in Whittier, CA. Outside of work, Sarah enjoys spending time with family and friends, has a passion for cooking and stays active with yoga, gardening and endless DIY projects.

Insights

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.Read Now
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