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

Investing

How AI can boost productivity and jump start growth

July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read Now
Outlook

Eye on the Market: The lion in winter

July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
Wealth Planning

Insight 7: Develop a capable and committed rising generation

July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
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