Nicole WeismanNicole WeismanWealth Advisor
LinkedInAbout 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
From Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read Now
Endowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read Now
Navigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read Now
The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
When will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
Insight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Building a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFrom Tokyo to London to Washington, debt is in the doghouse
August 21, 2026Global bond yields are climbing as the era of exceptionally low long-term rates becomes harder to justify.Read NowEndowment management: spending policies, asset allocation and smoothing
August 21, 2026Nonprofits and private foundations face the dual responsibility of addressing immediate community needs while ensuring sustainable support for the future.Read NowNavigating divorce: options, costs and financial considerations
August 20, 2026There are several options when considering how to proceed with a divorce. Choosing what’s best for you can save time and money now and down the line.Read NowThe 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?
August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read NowWhen will the Fed hike? It doesn’t matter
August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now