Jasmine Tran LeJasmine Tran LeSenior Client Associate
About Jasmine
Jasmine Tran Le 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 individuals and families. Jasmine's responsibilities include executing trades, addressing inquiries 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 a decade 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.
Moving from Portland, Oregon in 2017, Jasmine and her husband Tommy currently live in Dallas where they enjoy exploring new local restaurants, spending time with friends and family and traveling outside the U.S.
Insights
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November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowJ.P. Morgan NextList 2026
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November 21, 2025It’s important to consider tax and investment implications of holding or exercising your options.Read NowDelayed September jobs report beats forecasts while unemployment rate ticks up
November 20, 2025The September 2025 jobs report showed 119,000 jobs were added in the month. See what the data means for wages, hiring trends and the Federal Reserve’s next move.Read Now