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.