About Natalie

Natalie Rup is an Investment Associate at J.P. Morgan Wealth Management.

Natalie joined the firm in 2023 with her colleagues after spending two years with them at First Republic and three years at Merrill Lynch.

In her wide-ranging role, Natalie provides portfolio analytics, re-balancing and reporting, and handles transactions. She also meets with clients for portfolio reviews.

A graduate of the University of Maryland, Natalie is studying for her Master's in Wealth Management at Columbia University, where she participates in the Women of Wealth Management Group. She is also active in the University of Maryland Alumni Association, playing golf and working out. Natalie makes her home in Mineola, New York, with her husband, Jordan.


Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now

How to invest in a world of increasing security risks

May 20, 2024Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating investment opportunities in public and private markets.Read Now
Wealth Planning

How to successfully gift to heirs

May 20, 2024Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how to hit this trifecta.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.