Emily PaceEmily PaceClient Associate
About Emily
Emily Pace is a Client Associate with The MTN Group at J.P. Morgan Wealth Management.
Emily provides operational and administrative support for high-net-worth individuals and families. Emily's responsibilities include a wide range of day-to-day client and team-related activities where she delivers an exceptional and efficient client experience.
Emily attended Texas Woman's University and has over eight years of experience in wealth management and banking. She began her career in financial services as a teller for Wells Fargo where she was quickly promoted and progressively took on more responsibilities. Her experience as a relationship banker and a personal banker helped her prepare for a career in wealth management administration and operations. She holds FINRA Series 6, 63, 65 and 7 securities licenses as well as a Life, Health, and Annuity Insurance licenses in the State of Texas.
Emily is a devoted mother of three children. Her dedication and persistence are her superpowers.
Insights
Wealth Planning
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read Now
Markets
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now
Cybersecurity
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Markets
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read Now
Investing
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read Now
Outlook
Eye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read Now
Retirement
The SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
Wealth Planning
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Wealth Planning
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read NowWealth Planning
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowMarkets
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read NowCybersecurity
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowMarkets
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowInvesting
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowOutlook
Eye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowRetirement
The SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowWealth Planning
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowWealth Planning
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
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