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

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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.