About Ali

Ali Ismail is an Executive Director and Wealth Partner at J.P. Morgan Wealth Management.

Ali serves the sophisticated wealth planning needs of a select group of ultra-high-net-worth clients. His focus is on delivering customized strategies that address their complex goals.

Prior to joining J.P. Morgan, Ali spent a decade within the Private Wealth Management division of UBS. Previously, he served as an Investment Advisor within Credit Suisse's U.S. Private Banking division. While at Credit Suisse, Ali was responsible for business development and assisted with the portfolio management and construction process for a team that managed over $1 billion in assets for 80 successful families. Earlier in his nearly two-decade career, he spent time at UBS Private Wealth Management and Bank of America.

Ali holds a B.B.A. in Finance with a minor in Economics from Southern Methodist University. He has also obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, is a CAIA® Charterholder, and completed Level 1 of the Chartered Financial Analyst® (CFA®) program.

Insights

Outlook

Does it matter if the Fed cuts?

April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now
Outlook

March 2024 CPI report: Slightly increased inflation may not sit well with the Fed

April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read Now
Wealth Planning

What is the wash sale rule?

April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
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