About Mo

Mo Aghelnejad is an Investment 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

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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