Jessie FosterJessie Foster, CFP®
Executive Director, Wealth Planner

About Jessie

Jessie Foster 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® (CFP®) professional, Jessie provides comprehensive financial planning services to executives, founders, family business owners and high-net-worth individuals and their families. She has extensive experience in advanced wealth transfer and philanthropic giving techniques, executive compensation, concentrated stock positions, private equity interests and qualified small business stock planning.

Jessie joined J.P. Morgan Wealth Management in 2023. Her 20-plus-year career includes previous positions at First Republic, Colman Knight Advisory Group and Sagemark Consulting/Lincoln Financial Advisors.

Jessie earned her M.B.A. from Simmons College as well as a Certificate of Financial Planning from Boston University. She is a trained mediator and is a member of the Boston Estate Planning Council, the National Association of Estate Planners & Councils and the Financial Planning Association.

CERTIFIED FINANCIAL PLANNER® is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.

Insights

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.