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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