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

Outlook

May 2024 jobs report: 272,000 jobs added, sharply beating expectations

June 10, 2024The U.S. economy added 272,000 jobs in May, underscoring the labor market is too hot for the Federal Reserve.Read Now
Outlook

2024 Mid-Year Outlook: Key takeaways

June 10, 2024Our Global Investment Strategists reflect on the first half of 2024 and preview the months ahead, looking at how surprisingly strong growth is interacting with a seemingly fragile political and geopolitical backdrop to impact markets and your portfolio. Read the key points from our 2024 Mid-Year Outlook.Read Now
Banking

Managing cash: Make sure your assets are well protected

June 10, 2024Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
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