About Jason

Jason Mindich is a Client Associate at J.P. Morgan Wealth Management.

As an integral member of The Apollo Group, Jason provides tailored service to each client and oversees the operational functions of the team. His responsibilities include asset movement, securities movement, and account onboarding. He serves as a dedicated resource for all client concerns.

Jason started his career at First Republic Private Wealth Management in 2022, where he was a Client Service Associate.

Jason graduated with a B.S. in Finance and Marketing Management from Syracuse University's Martin J.Whitman School of Management. In his free time, he enjoys playing golf, watching sports and listening to music.

Insights

Wealth Planning

Beware the wash sale rule

November 5, 2024Tax loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Wealth Planning

Are you maximizing your charitable giving?

November 5, 2024If you, too, are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
Outlook

October 2024 jobs report: Only 12,000 jobs added, tempered by disruptions

November 4, 2024U.S. job growth grew by the slowest pace since 2020. Our strategists believe this softer report will keep the Fed on its programmatic rate-cutting cycle.Read Now
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