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Jennifer MackleyJennifer MackleyVice PresidentInvestment Associate
About Jennifer
Jennifer Mackley is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
Before joining the firm in 2023, she spent nine years with the team at First Republic. Prior to that, she worked for AllianceBernstein in London and New York for 10 years.
As chair of the group's investment committee, Jennifer plays an integral role in managing clients' portfolios—making macro and micro decisions and recommendations, implementing trades, rebalancing portfolios, and explaining to clients their strategy, allocations and risks.
Jennifer serves as a primary relationship manager for many of the team's clients, focusing efforts toward the client's goals, implementing investment strategies and coordinating investment-related requests.
For Jennifer, the opportunity to be a caretaker of clients' life savings is something she welcomes and takes quite seriously. In each relationship, she makes it a point to engage both spouses in conversations surrounding their goals and concerns—which are often different.
Jennifer moved to the U.S. in 2009, while working for AllianceBernstein in London as an institutional asset manager. Continuing with the firm in New York, she shifted her focus to serving private clients in what she found was a more purposeful role.
Jennifer makes her home in Glen Ridge, New Jersey, with her husband, their two young children, and two cats. In addition to participating in her kids' school activities, Jennifer donates her time and energy to the local Friends of the Library and the American Friends of Belvoir Castle, another non-profit organization.
Insights
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read Now
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read Now
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read Now
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read Now
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now