Nichole RossNichole RossClient Associate
About Nichole
Nichole is a Client Associate with J.P. Morgan Wealth Management. As a member of the Nolan Group, she provides customer service and administrative support for high-net-worth individuals (and their families) and institutional clients. Nichole's responsibilities include wire transfers, onboarding procedures and maintaining account records. She works diligently to deliver an excellent customer experience.
Nichole graduated from Kent State University with a B.B.A. in Finance. She began her career as an Assistant Account Manager at Macy's, where her position evolved to Assistant Planner to the Buyers Team. Nichole holds her Series 7 and 66 licenses.
Nichole grew up in Ohio. She has been living in Manhattan for three years, and enjoys exploring the city with her friends.
Insights
Wealth Planning
Planning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now
Retirement
How the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read Now
Investing
How to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read Now
Investing
A guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read Now
Markets and Economy
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.Read Now
Wealth 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 Now
Wealth Planning
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 Now
Investing
‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Wealth Planning
Financial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read NowWealth Planning
Planning for your child becoming an adult
November 11, 2026As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowRetirement
How the inherited IRA 10-year rule works under the SECURE Act
November 10, 2026It’s easy to misunderstand the inherited IRA 10-year rule. Here’s what you should know about annual RMDs, key deadlines, missed withdrawal penalties and more.Read NowInvesting
How to manage your employee stock options
November 10, 2026It’s important to consider the tax and investment implications of holding or exercising your options.Read NowInvesting
A guide to alternative investments: What they are and how they work
November 9, 2026Learn what alternative investments are, how they work, and the potential benefits and risks to consider before adding alternatives to your portfolio.Read NowMarkets and Economy
The blue wave is changing the AI trade
November 6, 2026Potential scrutiny around new data centers could give hyperscalers an edge as investors reprice regulatory risk.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 NowWealth Planning
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 NowInvesting
‘Buy-borrow-die’: The 3-step wealth strategy explained
November 4, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowWealth Planning
Financial planning before marriage: What to review
November 4, 2026As you prepare for your wedding, talk with your soon-to-be spouse about your financial goals and review key considerations, from prenuptial agreements to employee benefits and estate planning.Read Now
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