Samuel WhiteSamuel WhiteClient Associate
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
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June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye 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 NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe 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 Now2023 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 NowHelping 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 NowWeathering 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 NowMaking 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 Now100 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