Elliot WeissmanElliot WeissmanClient Associate
About Elliot
Elliot Weissman is a Client Associate at J.P. Morgan Wealth Management.
Elliot is known for delivering exceptional client service and customized wealth management strategies to high-net-worth families, corporate executives, entrepreneurs, family offices and foundations. With a deep understanding of J.P. Morgan's platform, Elliot helps clients navigate the firm's global capabilities—including investments, portfolio management, trading, banking and lending—to support their long-term goals and objectives.
Elliot possesses a strong interest in financial markets and a passion for analyzing emerging trends across equities, fixed income and alternative investments. Through extensive market research, he provides both discretionary and non-discretionary investment strategies tailored to each client's portfolio.
Elliot graduated from the Kelley School of Business at Indiana University with a B.S. in Finance in 2023. He began his career at J.P. Morgan Private Bank in Summit, NJ, as an Analyst supporting both ultra-high-net-worth and high-net-worth coverage bankers. In his current role at J.P. Morgan Advisors, Elliot has further developed his differentiated skillset in investments and actively building his own client relationships. He holds FINRA Series 7, 63 and 65 licenses.
Originally from Long Island, NY, Elliot enjoys spending time with family and friends, and you can often find him on a golf course.
Insights
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