Jasmine AgreloJasmine AgreloClient Associate
About Jasmine
Jasmine Agrelo is a Client Associate with J.P. Morgan Wealth Management. As a member of the Salomon Mikell Group, she provides operational and account maintenance support for high-net-worth individuals. Jasmine's responsibilities include onboarding procedures, preparing financial reports, addressing inquiries, executing trades and wire transfers.
Jasmine Agrelo has 10 years of experience in financial services, she began her career in 2009 with Chase Bank as a Personal Banker and then moved to Chase Wealth Management, J.P. Morgan Private Bank and Merrill Lynch as an Investment Professional, where she developed skills to carefully address individual client needs. Jasmine joined J.P. Morgan in 2018 and is vital to the success of her group. She holds FINRA Series 6, 7, 63, and 66 licenses.
Jasmine is active in her community by volunteering with J.P Morgan Good Works. She lives in the Western Suburbs of Chicago, in her free time she enjoys spending time with her family and friends.
Insights
Wealth Planning
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Wealth Planning
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Wealth Planning
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Family Legacy
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Retirement
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Wealth Planning
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Markets and Economy
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Markets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
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Markets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read NowWealth Planning
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read NowWealth Planning
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read NowWealth Planning
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowFamily Legacy
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowRetirement
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowWealth Planning
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowMarkets and Economy
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowMarkets and Economy
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowMarkets and Economy
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
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