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.