Malika McCloudMalika McCloudClient Associate
About Malika
Malika McCloud is a Client Associate at J.P. Morgan Wealth Management.
She provides operational and customer service support for institutional investors. Malika's responsibilities include onboarding procedures, monitoring transactions and coordinating the operational aspects of the team. She works diligently to deliver an excellent customer experience.
Malika graduated from the University of Iowa with a B.A. in Business. With eight years of experience in financial services, she began her career in 2016 at Goldman Sachs. Malika then moved to Merrill Lynch and Willis Towers Watson, where she acquired skills to carefully address individual clients' needs. She joined J.P. Morgan in 2023 and is proud to deliver outstanding service.
She holds FINRA Series 7 and 66 securities licenses.
Malika lives in Darien, Illinois, with her husband, Kemon. Outside of work, she enjoys spending time with her family and friends, reading, watching documentaries and trying new restaurants.
Insights
Wealth Planning
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Retirement
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Markets
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Outlook
April 2025 inflation rate lower than expected: What this means for investors
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Markets
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowWealth Planning
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read NowRetirement
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowMarkets
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowMarkets
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily Legacy
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOutlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowMarkets
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
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