Charlene MeizosoCharlene MeizosoBusiness Management Specialist
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
Midnight musings: 3 risks keeping us up at night
May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read Now
Outlook
Nerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read Now
Outlook
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read Now
Investing
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read Now
Investing
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read Now
Economy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Outlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
Wealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Real Estate
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowOutlook
Midnight musings: 3 risks keeping us up at night
May 3, 2024Risks abound – from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.Read NowOutlook
Nerves tested. Are stocks disconnected from reality?
April 26, 2024Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.Read NowOutlook
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowInvesting
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read NowInvesting
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowEconomy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowOutlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowWealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowReal Estate
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read Now
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