Jackson BatailleJackson BatailleClient Associate
About Jackson
Jackson Bataille is a Client Associate at J.P. Morgan Wealth Management.
As a member of SVDG Partners, Jackson provides operational and management support for high-net-worth individuals served by the team. His responsibilities include addressing inquiries, preparing financial documents and managing fund transfers. He works diligently to deliver an excellent client experience.
Jackson joined J.P. Morgan in 2025. He graduated from Vanderbilt University with a B.A. in Psychology and Business.
Jackson grew up in Jackson, Mississippi, and now resides in Brooklyn. In his free time, he enjoys playing pick-up soccer in the city, taking his cat, Fiddle, on walks and going to dinner with friends.
Insights
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The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
Health care and long-term care options during retirement: A guide
November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowInvesting
Preserving your wealth
November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read NowRetirement
How to prepare to enroll in Medicare
November 3, 2025As you near 65, you may be starting to plan to enroll in Medicare. Here’s a guide along with some tips for navigating the process.Read NowFamily Legacy
3 key motivations for giving this season
November 3, 2025The end of the year is a time for reflection, renewal and giving. Learn about three motivations that could inspire your giving this season.Read NowMarkets and Economy
How policy, politics and profits are shaping market momentum
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Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowFamily Legacy
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October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowFamily Legacy
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