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 11, 2025The Federal Reserve cut interest rates in December for a third consecutive time. Here’s what the decision, market reaction and updated outlook could mean for investors in 2026.Read NowPlanning for separation or divorce
December 11, 2025Make sure to plan for all potential outcomes.Read NowYour values and hopes: What your loved ones really need to know
December 10, 2025Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowRetirement planning: Contribution limits for 2026
December 10, 2025The IRS released new limits for retirement contributions for 2026. How might this impact your plans? We break it down.Read NowMaximizing your 2025 year-end philanthropy under the One Big Beautiful Bill
December 9, 2025As the “season of giving” approaches, learn how new tax rules could impact your charitable giving and some ideas about your charitable giving and tax efficiency.Read Now3 reasons we now favor the health care sector
December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read NowIncentive stock options and the AMT
December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read NowNew Year, new perspective (on your financial future)
December 3, 2025The New Year can set the stage for new beginnings. For those of you looking to better manage your finances, here are three strategies rooted in behavioral science.Read Now