Jasmine TranJasmine TranSenior Client Associate
About Jasmine
Jasmine Tran is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of the Heartfield Weinstein Group, she provides operational and administrative support for high-net-worth families and entrepreneurs. Jasmine's responsibilities include executing trades, monitoring transactions and addressing inquiries. She has a reputation for managing day-to-day activities in a steady and experienced manner.
Jasmine graduated from Portland State University with a B.A. in Human Resources & Management and Leadership. With eight years of experience in financial services, she began her career in 2011 at Bank of America as a Banker, then transitioned to Merrill Lynch as a Senior Client Associate in 2015 where she gained valuable relationship management experience. Jasmine joined J.P. Morgan in 2019. She holds FINRA Series 7 and 66 licenses.
In her free time, Jasmine enjoys traveling and giving back to the community by helping her local church provide meals to low-income families. Moving from Portland, Oregon in 2017, she currently lives in Downtown Dallas.
Insights
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May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowConsumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read NowThe volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read NowMarket whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read NowEmbrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read NowYour concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now