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
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December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowOutlook
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowBusiness
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowOutlook
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read NowWealth Planning
6 practices to help you navigate family dynamics during the holidays
December 16, 2024Cultivate deeper family connections with these six key strategies.Read NowWealth Planning
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December 16, 2024As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowMarkets
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December 13, 2024We’re still seeking answers about tariffs, China’s stimulus and more.Read NowWealth Planning
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December 13, 2024As you prepare for your wedding, have open conversations with your soon-to-be spouse about your financial goals.Read NowOutlook
November 2024 CPI Report: Inflation readings largely match expectations
December 12, 2024Though higher than the Federal Reserve’s target of two percent inflation, the November CPI print was no cause for alarm.Read Now
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