Cristina CiubancanCristina CiubancanClient Associate
About Cristina
Cristina Ciubancan is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Miller Group, she provides operational support and account maintenance for high-net-worth individuals and families. Cristina's responsibilities include onboarding procedures and coordinating the operational aspects of the team. She works diligently to deliver an excellent customer experience.
Cristina graduated from Northwestern University with a B.S. in Economics and Violin Performance and a minor in Business. With one year of experience in financial services, she began her career as a Wealth Management intern at J.P. Morgan with The Miller Group and joined the team full time in July 2022.
In her free time, Cristina continues to play the violin in community orchestras around Chicago and the surrounding suburbs. She lives in Lincoln Park and enjoys walking her dog and trying new restaurants.
She holds FINRA SIE, Series 7, and Series 66 securities licenses.
Insights
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When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowRetirement
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowWealth Planning
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November 26, 2024As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowWealth Planning
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November 25, 2024J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2025 list here.Read NowWealth Planning
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November 25, 2024Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read NowMarkets
Past, present, future: Here’s where we stand
November 22, 2024We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.Read NowMarkets
The impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowWealth Planning
Custodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read Now
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