Sophie BarnettSophie Barnett, WMCP®Wealth Advisor
About Sophie
Sophie Barnett is a Wealth Advisor at J.P. Morgan Wealth Management.
Drawing on nearly two decades of financial services experience, Sophie advises a range of successful individuals, including business owners, healthcare professionals, commercial real estate developers and first-generation wealth creators whose needs have evolved into a more sophisticated set of objectives. She understands a client's desire to make the best use of their personal assets, and she helps them create and implement an individualized wealth plan, freeing them to focus on their work and family.
Sophie's ability to see the 'big picture' stems from her deep background encompassing the financial markets, financial planning, credit management, banking, lending and equity-indexed annuities. She offers direct access to a broad base of knowledge and best practices used by others who have walked a similar path.
Sophie joined J.P. Morgan in 2019 as a Private Client Banker from her role as the founder of a consulting firm, where she advised clients on all aspects of growing their businesses. This entrepreneurial experience gave her a first-hand appreciation for the risks and challenges clients often face.
Earlier, Sophie was an Executive Vice President at Patriot Brokerage Services, leading the planning and execution of business development and growth strategies. She was previously the Director of New Business Development at Pinnacle Advisors Group. She launched her career in 2007 as a Credit Manager at Wells Fargo, serving as a full-service loan originator assisting clients with managing their debt and building their credit.
A graduate of Salem State University, Sophie holds a B.S. in Political Science and has earned the Wealth Management Certified Professional®designation, along with the FINRA SIE and Series 6, 7, 63 and 66 securities licenses along with a Life and Health (NY) license.
Born in Kenya, educated in Massachusetts and a former resident of Dallas, Sophie recently relocated to New York City. In her free time, she is an avid reader, jazz aficionado and traveler.
Insights
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some 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 NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some 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