Jacklin YoussefJacklin Youssef, CFP®Executive Director, Wealth Planner
About Jacklin
Jacklin Youssef is an Executive Director and Wealth Planner covering the Northeast Region for J.P. Morgan Wealth Management's Wealth Planning and Advice team.
As a CERTIFIED FINANCIAL PLANNER® professional, Jackie has more than 20 years of experience providing comprehensive and holistic advanced financial planning advice and services to high- and ultra-high-net-worth individuals. These services include the design and implementation of financial, charitable and tax planning strategies1.
Jackie joined J.P. Morgan Wealth Management in 2023 after spending a year at First Republic as a Managing Director. Previously, she was a Senior Wealth Planner at both the Vanguard Group and PricewaterhouseCoopers LLP, a Vice President at Citigroup Smith Barney, and a Senior Financial Planner at Ernst & Young LLP. She is a sought-after speaker to lead seminars for financial advisors and clients.
After earning a B.S. in Finance at New Jersey City University, Jackie received an M.S. in Taxation from Bentley University and a certificate from the Securities Industry Institute at The Wharton School of the University of Pennsylvania. She is an enrolled agent with the IRS.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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November 12, 2026Make sure to plan for all potential outcomes.Read NowAmericans are still spending. Why aren’t consumer discretionary stocks keeping up?
November 12, 2026Despite higher prices in 2026, Americans have continued to spend. At the same time, consumer discretionary stocks have lagged. Here are the factors that can help explain the divide – and what investors can watch for next.Read NowNew year, new perspective (on your financial future)
November 12, 2026The new year can set the stage for new beginnings. If you are looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowPlanning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowHow the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read NowHow to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read NowA guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read NowThe blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read NowLeaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read Now