About Charlene

Charlene Meizoso is a Vice President and Business Management Specialist at J.P. Morgan Wealth Management.

As a member of The Fernandez Cabrera Group, Charlene serves as the team administrator, managing and executing all of the team's daily operations. She works to ensure that all clients receive the highest level of service, viewing her role as coordinating key logistical functions to keep the client-service process flowing.

Prior to joining J.P. Morgan with her team in 2023, Charlene was a Registered Client Service Associate at UBS for eight years. Previously, she was an assistant at a boutique investment banking firm in Miami.

Charlene earned a B.A. from the University of Miami, and holds FINRA Series 7, 66, and 9/10 securities licenses.

Insights

Outlook

100 trading days in: Why 2024 is different

May 24, 2024It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?Read Now
Investing

How to invest in AI’s next phase

May 23, 2024We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.Read Now
Wealth Planning

You can’t always get what you want: Talking with children about wealth and entitlement

May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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