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

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
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