Brianna WadsworthBrianna WadsworthClient Associate
About Brianna
Brianna Wadsworth is a Client Associate at J.P. Morgan Wealth Management.
Brianna provides operational and client services support for high-net-worth individuals and families. Her responsibilities include providing a seamless and efficient onboarding and account maintenance experience. She recognizes the importance of financial management and works hard to help clients achieve their short- and long-term financial goals. With seven years of experience in financial services, Brianna began her career in 2018 as a Personal Banker at Citibank. She then moved to Merrill Lynch as a Client Associate in 2021 and joined J.P. Morgan in 2025. Brianna graduated from Boise State University with a B.A. in Economics.
She holds FINRA Series 7, 63 and 65 securities licenses. Residing in Newport Beach with her husband, Blake, Brianna enjoys spending time with family and friends outdoors when not working. She has a passion for health and fitness as well as all-terrain activities, from snowboarding in the winter to wakeboarding in the summer.
Insights
Family Legacy
When disaster strikes: How to give with intention and impact
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When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowInvesting
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read NowMarkets
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April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowOutlook
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April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowFamily Legacy
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April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowInvesting
Stock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
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