Valerie WyattValerie Wyatt
Investment Associate

"I make it a priority to ensure clients’ accounts are all consolidated and easily accessible on the J.P. Morgan Online platform"

About Valerie

Valerie Wyatt is an Investment Associate with J.P. Morgan Wealth Management. Working with Joshua Miller, Valerie assists in developing new client relationships and manages the liability side of the balance sheet for clients. She acts as a liaison for all mortgage and asset-based lending requests. She also works closely with J.P. Morgan's dedicated banking service specialists to assist the team's clients with their banking relationships. She makes it a priority to ensure clients' accounts are all consolidated and easily accessible on the J.P. Morgan OnlineSM platform.

Valerie began her financial services career in 2009 with Community Trust Credit Union. Seeing the breadth of J.P. Morgan's platform, she advanced her career to Chase as a Banker and was recognized as a National Achiever. Valerie's success at Chase propelled her to the national banking team for J.P. Morgan, where she provided concierge banking services across the firm's national client base.

Valerie is a graduate of the University of Illinois at Urbana-Champaign. She lives blocks from the office in downtown Chicago, where she stays active in the community by volunteering with J.P. Morgan Good Works and the Special Olympics. In her free time, she enjoys yoga, tennis and traveling.


Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.