About Samuel

Samuel White is a Senior Client Associate with J.P. Morgan Wealth Management.

Working alongside Scott Holstead, Samuel provides execution and operational support for high-net-worth individuals and families. His responsibilities include addressing inquiries, preparing financial documents, and all other ad hoc requests. He serves as a dedicated resource for all client concerns and works diligently to deliver an excellent customer experience.

Samuel graduated from Morehouse College with a B.A. in Business Administration focused on Management. With 5 years of experience in financial services, he began his career at IBM then moved to Baird Private Wealth Management, where he sharpened hisprofessional skills and acquired industry knowledge to carefully address individual clients' needs. He joined J.P. Morgan in 2021 and is vital to the success of his team.

He holds FINRA Series 7 and 66 securities licenses and is actively pursuing further certifications.

Active in his community, Samuel is a member of Alpha Phi Alpha Fraternity, Inc. whose mission is to develop leaders, promote brotherhood and academic excellence, while providing service and advocacy for our communities. Samuel also volunteers at Big Brothers Big Sisters, an organization that helps provide positive role models to children in need. He lives in Houston and in his free time, enjoys music, reading, connecting with friends and traveling.

Insights

Markets

Quick shot: President Biden bows out of the election – now what?

July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
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Three big surprises that could drive markets in the second half

July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
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What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
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