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

Markets and Economy

Are Fed officials changing their tone ahead of October’s FOMC meeting? Here’s what they’re saying

October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read Now
Markets and Economy

What risks? Earnings are up and to the right

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Family Legacy

Make philanthropy a family affair

October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
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