Joey PhelpsJoey PhelpsAssociateClient Associate
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
Outlook
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January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
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January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
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January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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