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

A historical look at Giving Season

October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Wealth Planning

Planning finances for a blended family

October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
Fraud

Helping your elderly and vulnerable loved ones avoid the scammers

October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
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