"'Wealth is the ability to fully experience life.' — Henry David Thoreau"
Nicole Weisman

Nicole Weisman

"'Wealth is the ability to fully experience life.' — Henry David Thoreau"
About Nicole Weisman

For over 15 years, Nicole has been a trusted partner to individuals, businesses and nonprofits seeking personalized guidance for their financial needs.

Clients may have similar goals to each other, but the path to achieving them is often unique. As such, Nicole leverages the global resources and financial strength of J.P. Morgan to develop a comprehensive approach tailored to her clients' lifestyles and aspirations.
Nicole began her career at Smith Barney (now Morgan Stanley) after completing a B.B.A. in Finance at Baruch College's Zicklin School of Business, with a minor in Western Concert Music. She has worked at J.P. Morgan since 2010, where she previously led the relationship management, operations, and investment implementation for multiple award-winning advisor teams. Now leading her own advisory practice at the firm, she draws upon the entirety of J.P. Morgan's resources to deliver excellence to her clients each and every day.
Her commitment to her community is marked by devoting time to J.P. Morgan's Good Works program, as well as the Bigs and Littles NYC Mentoring Program.
Having trained for long-distance races, including completing the 2016 NYC Marathon, she is disciplined in setting goals and persevering to see them through. She brings a parallel level of dedication to serving her clients.
Nicole holds FINRA Series 7 and 66 securities licenses and has earned the Accredited Investment Fiduciary®designation.

Meet My Team

Specialist Resources

Our network of product and service specialists provide the specific capabilities and expertise to address your unique financial needs, no matter how complex.

Insights

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
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