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

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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