
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 duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
The duties of a trustee
August 28, 2026There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
U.S. earnings are exceptional. Stocks are playing catch-up
August 28, 2026Corporate profits are on a tear, but stocks haven’t fully reflected them. We unpack the forces capping valuations: yields, oil and the artificial intelligence cycle’s proof point.Read Now
Money and me, money and we: Helping your children become stewards of family wealth
August 27, 2026Raising children to steward family wealth takes early, intentional learning and open conversations about money, values and responsibility.Read Now
Retirement and estate planning for unmarried couples
August 27, 2026Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
‘Volatility and seasonality aren’t destiny’: Why September is historically the worst month for stocks
August 26, 2026September is known on Wall Street as the worst month for stocks. Learn what the “September effect” is, why it happens, and how to prepare your portfolio for volatility.Read Now
Insight 5: Continually evolve and renew the ownership portfolio
August 26, 2026Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read Now
How AI adoption by small businesses could reshape the economy – and what that means for investors
August 25, 2026Small businesses are adopting AI faster, especially newer firms. If usage shifts from experimentation to integration, it could reshape productivity and competition, with implications for investors beyond Big Tech.Read Now
What Fed rate hikes and cuts mean for your brokerage account
August 25, 2026Fed rate hikes and cuts can affect what you earn on cash, how bonds move and how stocks are valued. Here’s what changes inside your brokerage account.Read Now
Insight 8: Work together to build a better world
August 25, 2026Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
