Alexis ArmbrustAlexis ArmbrustClient Associate
About Alexis
Alexis Armbrust is a Client Associate at J.P. Morgan Wealth Management.
Alexis works closely with clients, helping them streamline and simplify multiple aspects of their wealth. Her areas of focus include new account onboarding, account administration and transfers, investment operations, client inquiries, team communications, and technology facilitation.
Extremely organized, Alexis helps clients resolve their questions and needs, keeping them closely apprised of the team's efforts on their behalf. She recognizes the value of timely and efficient service and strives to exceed expectations through her proactive and diligent approach. Clients, in turn, appreciate Alexis's work ethic, knowing their affairs are in capable hands.
Alexis began her wealth management career in 2022 with First Republic Private Wealth Management, where she was a Client Service Associate. The following year, she moved to J.P. Morgan Wealth Management with her team. She appreciates the opportunity to take on new challenges and learn from her team members.
Originally from Rhinebeck, New York, Alexis earned her B.B.A. with a concentration in Finance and Management from the University at Albany, SUNY. She holds FINRA Series 7 and 66 securities licenses and has successfully completed the Securities Industry Essentials® (SIE®) Exam.
Outside the office, Alexis loves to spend time outdoors, listen to live music, and be with her family and friends.
Insights
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December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowReady to thrive in 2025
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