Jasmine AgreloJasmine AgreloClient Associate
About Jasmine
Jasmine Agrelo is a Client Associate with J.P. Morgan Wealth Management. As a member of the Salomon Mikell Group, she provides operational and account maintenance support for high-net-worth individuals. Jasmine's responsibilities include onboarding procedures, preparing financial reports, addressing inquiries, executing trades and wire transfers.
Jasmine Agrelo has 10 years of experience in financial services, she began her career in 2009 with Chase Bank as a Personal Banker and then moved to Chase Wealth Management, J.P. Morgan Private Bank and Merrill Lynch as an Investment Professional, where she developed skills to carefully address individual client needs. Jasmine joined J.P. Morgan in 2018 and is vital to the success of her group. She holds FINRA Series 6, 7, 63, and 66 licenses.
Jasmine is active in her community by volunteering with J.P Morgan Good Works. She lives in the Western Suburbs of Chicago, in her free time she enjoys spending time with her family and friends.
Insights
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Retirement
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December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWealth Planning
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