Judy PetersonJudy PetersonSenior Client Associate
About Judy
Judy Peterson is a Senior Client Associate with J.P. Morgan Wealth Management. As a member of the Gordon Holstead Group, she provides operational and customer service support for high-net-worth individuals and their families. Judy's responsibilities include wire transfers and executing trades. She serves as a liaison to other departments within the firm.
With 26 years of experience in financial services, Judy began her career in 1993 at Merrill Lynch, Pierce, Fenner & Smith, Inc. as a Client Associate and then moved to Prudential Securities, Inc. where she built a reputation for attention to detail. Judy and her team joined J.P. Morgan in 2018 drawn to the firm's stellar reputation and exceptional platforms. She holds FINRA Series 7, 31, 63, and 65 licenses.
Judy enjoys traveling, gardening and is extremely proud of her son who served in the U.S. Navy. She is a native Houstonian and lives in Katy, Texas.
Insights
Investing
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Cybersecurity
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Wealth Planning
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Investing
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowInvesting
Digesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowInvesting
Eye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowInvesting
May jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowInvesting
The opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read NowInvesting
2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowCybersecurity
Helping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWealth Planning
Weathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowWealth Planning
Making dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read NowInvesting
100 days in – can markets still float higher?
May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read Now
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