Jordan AgudosiJordan AgudosiClient Associate
About Jordan
Jordan Agudosi is a Client Associate at J.P. Morgan Wealth Management.
Jordan provides customer service and operational support for high-net-worth individuals and institutions. His responsibilities include onboarding procedures. Jordan works diligently to deliver an excellent customer experience.
Jordan graduated from Merrimack College with a B.A. in Corporate Finance. With two years of experience in financial services, he began his career in 2022 at Putnam Investments as an Investor Services Intern. Jordan then moved to J.P. Morgan, where he acquired skills to carefully address individual clients' needs.
Jordan lives in New Jersey. Outside of work, he enjoys spending time with his family and friends, and has a passion for sports and exercise.
Insights
Markets
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Investing
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Wealth Planning
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Markets
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read NowMarkets
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read NowInvesting
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowReal Estate
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read NowFamily Legacy
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowMarkets
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read NowReal Estate
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read NowWealth Planning
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowFamily Legacy
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read NowMarkets
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
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