Jorge MejiaJorge MejiaInvestment Associate
About Jorge
Jorge Mejia is an Investment Associate with J.P. Morgan Wealth Management.
As an original member of The G Wealth Management Group, Jorge serves as the face of the team and J.P. Morgan, orchestrating the front line of the client experience. In addition to managing onboarding procedures and delegating inquiries, he oversees all capital market operations, including deal flow communication and trade execution. He also communicates extensively between clients and their external financial support system, such as estate attorneys and accountants.
Jorge has been with J.P. Morgan since 2008, when he transitioned from Bear Stearns, a predecessor firm. At Bear, he covered international clients both on the individual and institutional side of the firm. He started his career on the floor of the New York Stock Exchange as a phone clerk for Deutsche Bank, where he worked for seven years.
Jorge was born in Colombia and moved to the United States when he was 12 years old. He is fluent in Spanish and English. Jorge currently resides in Hoboken with his wife and son. In his spare time, he enjoys playing golf. He holds FINRA Series 7 and 63 securities licenses.
Insights
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November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowPlanning with family entities
November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now