Karoline HumphriesKaroline HumphriesVice PresidentInvestment Associate
About Karoline
Karoline Humphries is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
As an integral member of The SGH Group, Karoline holds a number of responsibilities, including overseeing team operations, managing the team's alternative investments platform, guiding client-service initiatives, implementing portfolio refinements and fostering a culture of diligence and precision. Karoline plays an influential role in delivering an exceptional experience to the team's clientele, founded on her ability to spearhead large-scale projects.
Karoline began her wealth management career in 2005 at Bernstein Private Wealth Management. During her tenure, she developed her knowledge across the investment landscape, including asset allocation, tax strategies and ongoing portfolio review. In 2018, Karoline and her team moved to J.P. Morgan, where she combines her investment acumen with the ability to deliver an integrated suite of services, encompassing banking, lending, planning and wealth transfer. Deeply committed to the clients entrusted to her care, Karoline greatly enjoys working with multi-generational clients, from grandparents and parents down to the youngest family members. She takes pride in dedicating her full attention to their needs, demonstrating each person's importance through creative problem-solving and reliable responsiveness.
From 2021 through 2023, Karoline proudly served as Chair of the JPMA Client Associate Council, which was founded by Phil Sieg, CEO of J.P. Morgan Advisors. The Council consists of top Client Associates across the firm, selected to champion key initiatives and collaborate with J.P. Morgan partners to facilitate the best client experience possible. Inspired by a mindset of continuous improvement, Karoline was instrumental to the Council's launch and subsequent success.
Karoline earned her B.M. and an M.M. in Music Performance from Rice University for viola and orchestral studies. She holds FINRA Series 7, 63 and 66 securities licenses.
Karoline, her husband, Kyle, son, Evan, and daughter, Skylar, live in Houston. Away from the office, she is involved in the arts community and enjoys traveling with her family.
Insights
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read NowPaying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowThinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read NowHow to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowIs deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read NowYour guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read NowWhen is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowWhen it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read NowMiddle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now