Alexis ColonAlexis ColonSenior Client Associate
About Alexis
Alexis Colon is a Senior Client Associate at J.P. Morgan Wealth Management.
As a valued member of the team, Lexi provides operational and administrative support for high-net-worth families and entrepreneurs. Bringing nearly a decade of financial services experience, Lexi joined the Heartfield Weinstein Group at J.P. Morgan in 2025. She previously worked with a New York-based Private Wealth Management team at UBS, assisting in operational- and investment-related tasks for clients.
Lexi began her career on the trading desk at Fidelity Investments in Dallas and then in New York, where she obtained her FINRA Series 7 and 63 securities licenses.
Lexi received her B.A. in Sociology from The University of Texas in Austin. In her free time, she enjoys the outdoors, trying new workout classes, traveling and exploring new cities.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agenc y, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Insights
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