Aaron ValdezAaron Valdez, CFA®Investment Associate
About Aaron
Aaron Valdez is an Investment Associate at J.P. Morgan Wealth Management.
He provides operational and customer service support for high-net-worth individuals and families. Aaron's responsibilities include onboarding procedures, executing trades, monitoring transactions and processing daily fund transfers. He works diligently to deliver an excellent customer experience.
Aaron graduated from the University of Arizona with a B.S. in Finance. With over seven years of experience in financial services, he began his career in 2017 at Vanguard as a Relationship Onboard Specialist. Aaron then moved to Charles Schwab, where he acquired skills to carefully address individual clients' needs. He joined J.P. Morgan Wealth Management in 2018 and is an important member of the team.
He is a Chartered Financial Analyst®(CFA®) and holds FINRA Series 63, 66, and 7 securities licenses.
Aaron is originally from Oahu, Hawaii, and lived most his young adult life there and in Phoenix, AZ. He now resides in Dallas, TX, with his wife, Libby, and loves traveling and spending time outdoors.
CFA®and Chartered Financial Analyst®are registered trademarks owned by CFA Institute.
Insights
Markets and Economy
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October 1, 2025While the broader economic and market impact of a government shutdown is usually modest, there are certain risks to be aware of with this most recent shutdown.Read Now
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September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
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September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read NowMarkets and Economy
What this government shutdown may mean for the stock market and investors
October 1, 2025While the broader economic and market impact of a government shutdown is usually modest, there are certain risks to be aware of with this most recent shutdown.Read NowFamily Legacy
Planning for your family and terminal illness
September 30, 2025There are many factors to consider when planning for the end of life. Starting early, regardless of health status, can help ensure your family’s security.Read NowWealth Planning
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September 30, 2025If you’re a fiduciary for an estate, understanding the essential steps and considerations for the vacant home’s maintenance and security is crucial to ensure the property is ready for future use or sale.Read NowBusiness Planning
Examining the benefits of the One Big Beautiful Bill for business owners
September 29, 2025Our review of the One Big Beautiful Bill Act, and discussions with business owners following its enactment, focuses on four key provisions.Read NowMarkets and Economy
4 trends we’re watching in the artificial intelligence investing space
September 26, 2025Given AI’s importance to the recent equity rally and its growing impact on the broader economy, it’s fair to wonder: Is the hype for real?Read NowBusiness Planning
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September 25, 2025Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read NowMarkets and Economy
After the rate cut: Investing beyond U.S. markets
September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read NowMarkets and Economy
September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift
September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read NowFamily Legacy
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September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
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