Tammy CisnerosTammy CisnerosSenior Client Associate
About Tammy
Tammy Cisneros is a Senior Client Associate with J.P. Morgan Wealth Management.
As a member of The Yamin Group, Tammy views her role as one of service, dedicated to rounding out the full scope of enhanced services the team offers its clients.
Tammy brings a background in legal administration and institutional equities. She began her career with investments, working closely with portfolio managers and analysts as a liaison to research and publicly traded company management before advancing to Associate Director of Institutional Equities at Oppenheimer Funds.
Tammy transitioned to private wealth management for the opportunity to work directly with investors, focusing on developing those relationships through enhanced client services. She has held senior positions as a Registered Wealth Management Associate and Team Administrator with Stifel, Merrill Lynch and Morgan Stanley.
Wealth Planning
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
Retirement
Understanding retirement: Adapting to today’s market realities
January 2, 2025J.P. Morgan Wealth Management hosted a webcast on recent market developments and what they mean for retirement portfolios. Investors: Here’s how you can stay ahead of the curve.Read Now
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
Wealth Planning
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Outlook
Ready to thrive in 2025
December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read NowWealth Planning
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowRetirement
Understanding retirement: Adapting to today’s market realities
January 2, 2025J.P. Morgan Wealth Management hosted a webcast on recent market developments and what they mean for retirement portfolios. Investors: Here’s how you can stay ahead of the curve.Read NowWealth Planning
Communicating wishes when preparing for a death
December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read NowRetirement
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 NowMarkets
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 NowWealth Planning
Providing for your loved ones during your lifetime
December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowOutlook
December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts
December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read NowBusiness
Incentive stock options and the AMT
December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowOutlook