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
December 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read Now
Planning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read Now
Your values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read Now
Retirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read Now
Maximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now
3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Incentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
New Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read NowDecember 2025 Fed meeting recap: Interest rates cut once more, but risks remain on the path to future policy
December 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowPlanning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowYour values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowRetirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read NowMaximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now6 strategies to consider before year-end
December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read NowIncentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowNew Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now