
Nicole WeismanNicole WeismanWealth Advisor
About Nicole
Nicole Weisman is a Wealth Advisor at J.P. Morgan Wealth Management.
Nicole serves high- and ultra-high-net-worth individuals and families, as well as entrepreneurs, nonprofit organizations and endowments. She guides them on how to grow and use their assets to pursue their goals, imparting financial knowledge and involving all family members in the process.
Nicole's interest in finance was inspired at a young age by observing other successful women in the industry. She graduated from Baruch College's Zicklin School of Business, receiving a B.B.A. in Finance and Investments and minoring in Western Concert Music. In a career spanning more than 15 years, she began as a Registered Client Service Associate at Smith Barney (now Morgan Stanley) before joining J.P. Morgan in 2010.
Having studied the piano and alto saxophone while attending school, she earned the distinction of performing with the All-City Concert Band at Carnegie Hall in New York City, playing such classics as Benny Goodman's "In The Mood," John Philip Sousa's "George Washington Bicentennial March," and Verdi's "Nabucco Overture." She also was an avid distance runner and has completed multiple races, including the 2016 TCS NYC Marathon.
A native New Yorker, Nicole lives in Forest Hills, which she loves because of its English Tudor-style architecture. She enjoys spending her spare time cooking, playing tennis and golfing.
Her commitment to her community is marked by devoting time to J.P. Morgan's Good Works program, as well as the Bigs and Littles NYC Mentoring Program, which assists high school students with college prep and resume services to support them in landing their first job.
Disciplined in setting goals and persevering to see them through to fruition, Nicole brings a parallel level of dedication to serving her clients. They know that they can count on her to respond to their needs in a qualitative, professional, and timely manner—especially when it matters the most.
Insights

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“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
Paying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
What is a backdoor Roth IRA?
June 18, 2026A backdoor Roth IRA is a strategy that allows high-income earners who exceed Roth IRA contribution income limits to take advantage of a Roth IRA. Keep reading to learn more.Read Now
What happened at Kevin Warsh’s first Fed meeting as chair? 3 key takeaways from the June 2026 FOMC decision
June 18, 2026The Federal Reserve held rates steady at its June meeting, which was also Kevin Warsh’s first meeting as chair. Here’s what the dot plot, policy statement and press conference signaled for interest rates in 2026 and beyond.Read Now
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read Now
When is a custodial account a good choice?
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