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
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How to plan for charitable giving
October 29, 2025Your guide to choosing the right path for achieving your charitable objectives.Read NowMarkets and Economy
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October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowCybersecurity
Your house may be spying on you. Save yourself.
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October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowWealth Planning
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October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowCybersecurity
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October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowFraud
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October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowWealth Planning
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