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 plans.
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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April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now