
Kristi Joy CurranKristi Joy CurranClient Associate
About Kristi Joy
Kristi Joy Curran is a Client Associate with J.P. Morgan Wealth Management.
Kristi plays an important part in carrying out the team's culture, serving as The M Group's 'Chief Operating Officer' to provide leadership and direction for important processes. She is integral to the smooth coordination of all investment activities, facilitating and executing trades, reviewing portfolios and preparing meeting presentations. Responsive and detail-oriented, she fosters an environment of excellence and derives personal satisfaction from empowering the team.
Kristi graduated from California State University, Monterey Bay with a B.S. in Marine Ecology. With almost two decades of experience in financial services, she began her career in 2004 at Loring Ward as an Executive Assistant. Kristi's background includes time at Goldman Sachs and Bernstein Global Wealth Management, where she gained deep insight into the sophisticated challenges faced by clients with substantial wealth. She joined J.P. Morgan in 2012 and holds FINRA Series 7 and 66 securities licenses.
Insights

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Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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