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
Retirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Wealth Planning
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Four beneficiaries of wealth
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Retirement
Understanding retirement: Adapting to today’s market realities
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Retirement
Retirement planning: Contribution limits for 2025
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Wealth Planning
Communicating wishes when preparing for a death
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Markets
Will a shutdown tarnish a banner year for U.S. markets?
December 20, 2024History suggests there will be little impact, but could this time be different?Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowWealth Planning
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowWealth Planning
Planning for separation or divorce
January 6, 2025Make sure to plan for all potential outcomes.Read NowWealth Planning
Four beneficiaries of wealth
January 6, 2025Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family, charity, and the government.Read NowRetirement
Understanding retirement: Adapting to today’s market realities
January 2, 2025J.P. Morgan Wealth Management hosted a webcast on recent market developments and what they mean for retirement portfolios. Investors: Here’s how you can stay ahead of the curve.Read NowRetirement
Retirement planning: Contribution limits for 2025
December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read NowWealth Planning
Communicating wishes when preparing for a death
December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read NowWealth Planning
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowMarkets
Will a shutdown tarnish a banner year for U.S. markets?
December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
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