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

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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