John E. WetzelJohn E. WetzelSenior Client Associate
About John
John Wetzel is a Senior Client Associate at J.P. Morgan Wealth Management.
A member of The Fernandez Cabrera Group, John supports all aspects of account management, providing reporting and enhancing communications for the highnet-worth individuals and families served by the team. His responsibilities include onboarding procedures, preparing financial documents, addressing inquiries and outreach to partners in the Donor Advised and Education Planning arenas. He is known for his ability to execute, and prides himself on delivering an excellent customer experience.
John launched his financial services career in 2021 as an Analyst at Morgan Stanley and transitioned to his role at J.P. Morgan in July of 2023. A graduate of Boston University, he earned a B.A. in Political Science, and holds FINRA Series 7, 63 and 66 securities licenses.
John lives in Coral Gables. Outside of the office he can be found working on his golf game.
Wealth Planning
Leaving your job: A quick transition guide for your 401(k), company stock and benefits
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Wealth Planning
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Investing
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Wealth Planning
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Wealth Planning
6 estate planning pitfalls that family conversations can help prevent
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Markets and Economy
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Family Legacy
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Wealth Planning
Liquidity event: What to do if you suddenly become rich
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Leaving your job: A quick transition guide for your 401(k), company stock and benefits
November 5, 2026Whether you’re retiring, finding a new job or taking time off, leaving your job comes with a few important steps that can make the transition easier.Read NowWealth Planning
A loving gift: The ethical will
November 5, 2026An ethical will (legacy letter) helps you share values and life lessons. It’s written by you – not a legal document – and can complement your estate plan.Read NowInvesting
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November 4, 2026When families don’t discuss an estate plan, heirs may be left with unanswered questions and unexpected responsibilities. Here’s how to start the conversation.Read NowMarkets and Economy
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November 4, 2026Several major central banks around the world have raised interest rates in 2026, including the Bank of Japan, European Central Bank and others. Learn how global tightening can affect yields, costs and portfolios.Read NowFamily Legacy
Planning with family entities
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Redefining family wealth as well-being
November 3, 2026Jay Hughes, author of multiple books on family wealth, shares what wealth means to him – and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowWealth Planning