J.M. CunninghamJ.M. CunninghamSenior Client Associate
About J.M.
J.M. Cunningham is a Senior Client Associate at J.P. Morgan Wealth Management.
J.M. works closely with The McNamee White Group's high-net-worth clients, streamlining their financial affairs and supporting their distinctive priorities. He provides proactive administrative and operational support to multiple generations of client families, helping them pursue their goals more effectively
Prior to his return to J.P. Morgan Wealth Management in 2023, J.M. was a Senior Client Service Associate at First Republic Private Wealth Management. His previous experience includes four years as a Client Associate at J.P. Morgan Wealth Management and more than 12 years at JPMorgan Chase Bank, where he was an Assistant Vice President and Chase Private Client Banker. He has worked in financial services since 2006. His professional tenures also include account relationship capacities within the advertising, publishing and airline industries.
A graduate of Florida State University, J.M. earned his B.A. in Economics. He holds FINRA Series 6, 7, 63 and 66 securities licenses.
Family Legacy
Money and me, money and we: Helping your children become stewards of family wealth
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Investing
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Family Legacy
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Family Legacy
Insight 8: Work together to build a better world
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Investing
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Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read NowInvesting
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read NowFamily Legacy
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowMarkets and Economy
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read NowInvesting
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read NowFamily Legacy
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowWealth Planning
The Great Wealth Transfer: Estate planning, gifting and tax strategies for ’givers’
August 24, 2026Learn the pros and cons of lifetime giving, trusts and wills, and setting clear expectations for heirs when passing down wealth to the next generation.Read NowInvesting
Gold as a safe haven for investors – and how it can work in a diversified portfolio
August 24, 2026Gold can be a safe haven and still rise alongside stocks. Here’s what drives gold, how it can diversify a portfolio and why our strategists still like it for the rest of 2026.Read NowMarkets and Economy