Malika ColemanMalika ColemanClient Associate
About Malika
Malika Coleman 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
Investing
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Markets and Economy
Debunking the “Sell America” trade: Why Europe’s move could fall short
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Cybersecurity
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Wealth Planning
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
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Retirement
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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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January 26, 2026Why we think alternatives are no longer optional.Read NowMarkets and Economy
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read NowCybersecurity
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowWealth Planning
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowRetirement
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowFamily Legacy
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowRetirement
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowWealth Planning
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowMarkets and Economy
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
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