About The Client Specialist Team
The Client Specialists at J.P. Morgan Wealth Management are your partners in helping to unclock the full potential of your financial future.

Drawing on deep industry knowledge and decades of experience serving high-net-worth clients, our sophisticated team tailors an encompassing approach designed around your individualized financial needs and goals.

We leverage the full power of J.P. Morgan's global resources and capabilities—across wealth planning, investment management, banking, customized lending and more—forming strong relationships within the firm to identify your priorities and engage the industry-leading professionals who can best address them.

We help open the door to opportunity and illuminate the path ahead, as you chart a course or shape a legacy that reflects your vision and your values.

Meet Our Team

Insights

Markets

Defying the tariff drag: 3 reasons markets are moving forward

July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Retirement

Capitalizing on the tax-deferral advantage of a variable annuity

July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
Investing

How to use life insurance as a financial asset

July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
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