Kelly WeisKelly WeisInvestment Associate
About Kelly
Kelly Weis is an Investment Associate at J.P. Morgan Wealth Management.
Kelly works closely with clients to discern their financial goals and needs, pursuing those priorities through integrated investing, planning, and wealth strategy. She offers first-hand knowledge of trading, overseeing precise execution and diligent follow-through for a wide range of asset classes and instruments.
Clients look to Kelly as a reliable resource who is persistent in her follow through and exhaustive in efforts. Within the team, she oversees operations, trading, reporting, account administration, and service delivery. A capable multi-tasker, Kelly grounds her approach in organization and clarity, keeping clients closely apprised of the team's work on their behalf. She points to the close-knit nature of client relationships as one of the most gratifying aspects of her role, proud to have a measurable impact in helping families grow, preserve, and transfer their wealth across generations.
Kelly began her financial services career in 2015 with Guggenheim Securities, where she served as a Sales & Trading Associate on the High Yield/Distressed/ Leveraged Loans Desk. Four years later, she joined First Republic Private Wealth Management, where she took on increasing responsibilities, ultimately becoming an Associate Director and Client Relationship Analyst. In 2023, Kelly moved to J.P. Morgan Wealth Management with her team in her current capacity as Investment Associate.
Kelly earned her B.A. in Psychology from Harvard University, where she was a two-time captain of the varsity lacrosse team. She holds FINRA Series 7, 63, and 66 securities licenses. Outside the office, Kelly loves to ski, stay fit, and travel. Her favorite destination is Aruba, but she welcomes ideas for her next adventure.
Insights
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
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
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
The 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read Now
Common financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
How to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read Now
The potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read Now
The bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read NowNavigating 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 NowWhat 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 NowHow 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 NowThe 20th century expansion of women in banking
March 26, 2025Banking services for women transformed throughout the 1900s. As banks came to recognize women’s financial power, offerings catering to women rapidly expanded.Read NowCommon financial milestones women experience throughout their lives
March 25, 2025Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowHow to enhance the yield on your excess cash
March 24, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now2025 Outlook update: How to parse policy uncertainty
March 24, 2025From tariffs to technology, clashing forces are driving global markets.Read NowThe potential benefits of alternative investments
March 21, 2025Explore the primary roles alternatives play in a portfolio and why more investors are considering them.Read NowThe bull side, the bear side and the reality
March 21, 2025U.S. equity markets approach their first weekly gain in a month. What’s coming next?Read Now