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

Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Investing

Where to invest cash to boost its yield

May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
Family Legacy

How parents can create financially independent adults

May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
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