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

Family Legacy

Redefining family wealth as well-being

October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
Family Legacy

How to plan for charitable giving

October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read Now
Markets and Economy

J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity

October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.