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

Markets

Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now
Business

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
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