About Joey

Joey Phelps is a Client Associate at J.P. Morgan Wealth Management.

Joey provides operational support and administrative services to clients of The Babrick Team, helping them organize multiple facets of their wealth and making their lives easier and more convenient. His areas of focus include new account onboarding, account maintenance, and client communications. Joey has particular depth addressing the needs of high-net-worth individuals and private business owners, sensitive to their distinctive priorities. He works diligently to provide a client experience that is grounded in attentiveness and precision, pursuing excellence in every interaction.

Joey has worked at J.P. Morgan Wealth Management since 2023. Earlier, he served as a Private Wealth Management intern and a Business Banking Intern with First Republic. Joey earned his B.S.M. in Finance from Tulane University.

A Los Angeles native, Joey enjoys living in his home city. Outside the office, he likes to spend time with his family and friends and indulge his passion for all things sports-related.

Insights

Business Planning

Why cash flow forecasting and succession planning matter

April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Wealth Planning

Building tax-efficient equity exposure

April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Markets

Where will tariff rates settle? 3 scenarios explained

April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
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