Stevie Wakes is a Client Associate with J.P. Morgan Wealth Management.
As a member of the Fagerlind-Goebert Group, Stevie provides operational and administrative support for both sophisticated and private business owner clients. Stevie's responsibilities include onboarding clients, servicing needs, processing transactions and ad hoc requests. Stevie believes in the importance of working diligently to deliver an excellent customer experience.
Stevie graduated from the University of Phoenix with a Master's in Business Administration and a B.A.S. in Business Management from Wayland Baptist University. With over 15 years of experience in financial services, he began his career at East West Bank in 2005. Stevie joined the United States Air Force in 2007 and joined J.P. Morgan in 2018.
He holds the FINRA Series 6, 7, 63, and 66 licenses.
Active in his community, Stevie works with various local organizations to help foster positive role models to children and young adults. He currently lives in downtown Los Angeles, and spends his free time with his family.