Jacqueline A. AdamsJacqueline A. AdamsClient Associate
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
“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
Paying with debt: How to leverage your investments
July 1, 2026Borrowing 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
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowSmall-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowPaying with debt: How to leverage your investments
July 1, 2026Borrowing 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 NowThe world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowHow to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWhat is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read NowWhat happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowWhen is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now