About Heidi

Heidi Henderson is a Client Associate at J.P. Morgan Wealth Management.

As an integral member of The PHW Group, Heidi facilitates day-to-day operations, including account opening and maintenance, money movement and client reporting. Her deep experience in implementation has positioned her to manage trade execution on the Portfolio Manager platform. Heidi is a devoted interface, readily available to answer questions and concerns. She serves as a conduit to the full breadth of products and services available at the firm.

Heidi was selected as one of the 2022 J.P. Morgan Chairman's Award honorees. It's incredibly meaningful to be recognized by the firm's leaders for demonstrating exemplary guidance, collaboration, client engagement and community partnership. She plays a significant role in mentoring colleagues in the Chicago branch, representing the broader group of CAs through her leadership as a sub-committee chairperson on the CA Advisory Council.

Over the course of her two-decade career, Heidi spent six years as an S&P futures trader at the Chicago Mercantile Exchange. Looking to expand her background, she transitioned to wealth management at Morgan Stanley. She joined J.P. Morgan in 2016 and is pleased to work with a team that places clients first.

Heidi graduated from Northwestern University with a B.A. in Economics. She holds FINRA series 7, 63 and 66 securities licenses.

Involved in philanthropy, Heidi is a member of the Board of Directors of the Gastro-Intestinal Research Foundation (GIRF), an organization that is personally meaningful to her. In her free time, she enjoys running and trying new restaurants. But her greatest happiness is derived from spending time with family, friends, and her dog, Moose.

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.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.