Julie LawrenceJulie LawrenceWealth Advisor
About Julie
Julie Lawrence is a Wealth Advisor with J.P. Morgan Wealth Management.
Julie is a member of The Gildea Group, and works closely with affluent individuals and families, customizing investment portfolios to the specific preferences and goals of her clients. She brings a hands-on and service driven approach to direct her team in facilitating the full breadth of wealth management needs—banking, mortgage, lending and more—in a comprehensive fashion and all with one firm.
One of Julie's core strengths is to monitor the investment landscape, gathering as much fundamental and technical research as possible to find value in the marketplace. She balances that with support for the portfolio itself, delivering recommendations across equities, bonds and mutual funds. As a testament to Julie's caring nature, many of her clients have been with her since the beginning of her 30-year career. She takes the responsibility of her role very seriously and treats each individual as if they were a member of her own family.
After graduating cum laude from the University of Iowa with a B.B.A. in Finance, Julie immediately started her professional path in financial services, joining Lehman Brothers in 1992. She worked very closely under her mentor, who shared his extensive market experience and was committed to her success in becoming an advisor. She has been with J.P. Morgan for the last 25 years.
Julie enjoys city life. She lives on the North Side of Chicago with her husband and is busy raising her son. Outside of the office, Julie takes the most pleasure in traveling, whether to the beach, to the mountains for hiking and skiing, or on an international adventure. A former volunteer tutor at Mercy Home for Boys & Girls, she is now involved at her son's school.
Insights
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now