About Jaqueline

Jacqueline A. Adams is a Client Associate with J.P. Morgan Wealth Management.

As a member of Sara Steigerwald's team, she provides administrative and customer service support for successful professionals. Jacqueline's responsibilities include onboarding procedures, maintaining account records, and coordinating the operational aspects of the team. She works diligently to deliver an excellent customer experience.

Jacqueline graduated from Illinois State University with a Bachelor of Science in Finance.

With over 30 years of experience in financial services, she began her career in 1987 at the CBOE Global Markets (formerly the Chicago Board Options Exchange) as a Price Reporter on the trade floor. Jacqueline later moved to Merrill Lynch, where she acquired skills to carefully address individual clients' needs. She joined J.P. Morgan in 1991, drawn to the firm's stellar reputation and execution platforms.

She holds FINRA Series 7 and 63 securities licenses.

Jacqueline's childhood influenced her passions for the financial industry and giving to causes that support children in poverty across the globe. Compassion International and The Joseph Assignment Global Initiative are two organizations committed to releasing children from poverty and are close to her heart.

Insights

Outlook

March 2024 CPI report: Slightly increased inflation may not sit well with the Fed

April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read Now
Wealth Planning

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April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
Outlook

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