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.

Markets and Economy

Diesel prices hit new record in September 2026: What that means for inflation, shipping costs and your portfolio

September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read Now
Wealth Planning

Step-up in cost basis: What this tax rule means for inherited assets when someone dies

September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read Now
Wealth Planning

Liquidity is a step Great Wealth Transfer plans can miss

September 14, 2026Estate planning is only one piece of preparing for the Great Wealth Transfer. Don’t overlook the banking access and liquidity needed to execute it. Here’s what you should consider.Read Now