Aaron ValdezAaron ValdezInvestment 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
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May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
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