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
Business Planning
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Wealth Planning
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Sustainability
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Family Legacy
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Outlook
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Markets
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Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowWealth Planning
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowMarkets
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowSustainability
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowFamily Legacy
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowInvesting
Building up: How we see infrastructure investment expanding
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5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowOutlook
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowMarkets
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
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