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

Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
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