
Jasmine Tran LeJasmine Tran LeVice PresidentClient Associate
About Jasmine
Jasmine Tran Le is a Vice President at J.P. Morgan Wealth Management.
As a member of the Heartfield Weinstein Group, Jasmine provides operational and administrative support for high-net-worth individuals and families. Jasmine's responsibilities include addressing inquiries, executing trades and coordinating the operational aspects of the team. She has a reputation of 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 over fifteen years of experience in financial services, she began her career in 2011 at Bank of America as a Banker. Jasmine then moved to Merrill Lynch as a Senior Client Associate in 2015 where she gained valuable relationship management experience. She joined J.P. Morgan in 2019 and is vital to the success of her group.
She holds FINRA Series 7 and 66 securities licenses.
After moving from Portland, Oregon in 2017, Jasmine, her husband Tommy, and their toddler son Tyson now live in Dallas. They enjoy exploring new local restaurants, traveling and spending time with friends and family.
Insights

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How the inherited IRA 10-year rule works under the SECURE Act
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