Marilyn R. VelasquezMarilyn R. VelasquezSenior Client Associate
About Marilyn
Marilyn Velasquez is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Hamlin Fine Group, Marilyn provides operational and administrative support for highnet-worth individuals and families. Her responsibilities include coordinating operational aspects for the team. She works diligently to deliver an excellent customer service experience.
With 24 years of experience in financial services, Marilyn began her career in 1999 at Morgan Stanley Dean Witter as a Cashier/Client Services Associate. She moved to UBS, where she gained valuable relationship management background before joining J.P. Morgan in 2017. Marilyn is an important member of the team. She holds FINRA Series 7 and 66 securities licenses.
Marilyn lives in Covina with her husband, Fernando, and daughter, Amber. Outside of work, she enjoys traveling and spending time with her family. Marilyn volunteers at her daughter's school and dance company. She especially loves watching her compete in dance competitions.
Insights
Business Planning
3 new changes to qualified small business stock that can supercharge tax savings
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Wealth Planning
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September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowMarkets and Economy
The cost of capital is rising. Did stocks get the memo?
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Fed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read NowWealth Planning
Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowMarkets and Economy
Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio
September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowWealth Planning
Liquidity is a step Great Wealth Transfer plans can miss
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$100 oil isn’t as scary as it used to be
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Social engineering scams: Protect your wealth from deceptive cyber tactics
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