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
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
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Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
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Nonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read Now
Stock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read NowPlanning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read NowLessons from “Liberation Day”: A guide to tariffs
April 4, 2025What could President Trump’s tariffs mean for the U.S. economy – and investors?Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 3, 2025There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 3, 2025Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowStock-based compensation and the Section 83(b) election
April 2, 2025If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now