About Tegest

Tegest "TJ" Asefa is a Client Associate with J.P. Morgan Wealth Management. As a member of James Veneto's team, she provides administrative and account maintenance support for high-net-worth individuals, retirees, and entrepreneurs. TJ's responsibilities include onboarding procedures, executing trades, fund transfers, addressing inquiries and maintaining account records.

TJ graduated from Queens College with a BA in Economics. With 14 years of experience in financial services, she began her career in 2005 at Bear Stearns as a Client Associate and then moved to Morgan Stanley, where she sharpened her professional skills. TJ joined J.P. Morgan in 2017 and is an integral part of the team. She holds FINRA Series 7 and 63 licenses.

TJ served in the Air force at the Air National Guard base in Newburgh, NY and was honorably discharged with the rank of Sergeant. She lives in New York and in her free time, enjoys yoga, cooking and spending time with family and friends.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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