About Mo

Mo Aghelnejad is a Client Associate at J.P. Morgan Wealth Management.

Mo works closely with clients of The Babrick Team, helping them streamline their financial affairs and regain time for the people and priorities they value most. He holds a number of responsibilities on the team, including executing trades, overseeing wire transfers, performing fund transfers, distributing research and addressing client inquiries. Accustomed to the needs and interests of an accomplished clientele, Mo serves as a dedicated resource for client inquiries. He keeps clients closely apprised of his work on their behalf, adding to their confidence and comfort.

Mo began his wealth management career in 2020 with First Republic Investment Management, where he served as a Client Service Associate. He moved to J.P. Morgan Wealth Management in 2023 with his team, where he continues to build strong client relationships grounded in hard work and responsiveness.

Originally from Vancouver, Mo spent a significant portion of his teenage years living in Hong Kong. He graduated from the University of British Columbia, where he majored in Finance.

Insights

Investing

How AI can boost productivity and jump start growth

July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Outlook

Eye on the Market: The lion in winter

July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
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Insight 7: Develop a capable and committed rising generation

July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
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