
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

The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
