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

Investing

November Wrapped

December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.