About Charlie

Charlie Taylor is a Client Associate with J.P. Morgan Wealth Management. As a member of The Farrell Group, he provides  administrative and operational support for high-net-worth individuals and families and corporate executives. Charlie’s responsibilities include onboarding procedures, addressing inquiries, and fund transfers. He serves as a dedicated resource for all client concerns. Charlie graduated from High Point University with a B.S.B.A in Business Administration and Finance. He joined J.P. Morgan in 2021, drawn to the firm’s stellar reputation and executional platforms. He holds FINRA Series 7 and 63 licenses. Charlie resides in Manhattan and is an avid basketball fan. While he supports a number of different players, he is a particular devotee of the Charlotte Hornets. He also enjoys cooking and traveling with his friends.

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

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Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
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(212) 272-1703charles.a.taylor@jpmorgan.com