About Corey

Corey Dalton is a Client Associate with J.P. Morgan Advisors, a wealth management division of J.P. Morgan. As a member of the Grossman Group, he works in a client-facing capacity, supporting high- and ultra-high-net-worth individuals and institutions. Corey's responsibilities include onboarding procedures, executing money transfers, and ensuring any client requests are handled efficiently and professionally. He serves as a liaison to other departments within the firm and has a reputation for managing day-to-day activities in a steady and experienced manner.

Prior to joining J.P. Morgan, Corey spent six years working in the sports technology industry for two start-ups based in NYC, Krossover and SwingU. He graduated from High Point University with a B.S. degree in Business Administration and currently holds FINRA SIE and Series 7 licenses.

Corey grew up in Richmond, Virginia and currently resides in New York City. In his free time, he enjoys golfing, finding the best new restaurants in NYC, and following college basketball, specifically rooting for the VCU Rams.

Insights

Wealth Planning

We need to talk:  Communicating your estate plan with your family

November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Investing

Market Thoughts: We've never seen a cycle like this before

November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Investing

Is the mighty U.S. dollar weakening?

November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.