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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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