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

Outlook

December 2024 jobs report: 256,000 jobs added, a strong finish to the year

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 Now
Retirement

Making the transition to retirement

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 Now
Investing

Selling stock under a 10b5-1 plan

January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.