Emily KrivacekEmily KrivacekVice PresidentInvestment Associate
About Emily
Emily Krivacek is an Investment Associate with J.P. Morgan Wealth Management.
She provides operational and client service support for high-net-worth individuals and their families. Emily's responsibilities include executing trades, funds transfers, maintaining account records and ad hoc requests. She works diligently to deliver an excellent customer experience.
Emily graduated from the University of North Texas with a B.A. in General Studies. With 13 years of experience in financial services, she began her career in 2004 at Merrill Lynch as a Client Associate and then moved to Morgan Stanley, where she built a reputation for attention to detail. Emily joined J.P. Morgan in 2017 with her team. She holds FINRA Series 7 and 66 licenses.
Emily and her husband, Michael, live in Plano with their two young daughters. She enjoys chasing after her two kids, traveling the world and reading historical novels.
Insights
Outlook
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You 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 NowInvesting
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some 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 NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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