About Rebecca

Rebecca Bertenshaw is a Client Associate with J.P. Morgan Wealth Management. As a member of The Reiser Wealth Management Group, she provides customer service and administrative support for the team’s diverse array of clients and their families. Rebecca’s responsibilities include onboarding procedures, fund transfers, monitoring transactions and executing other ad hoc requests. She works diligently to manage daily activities in a steady and efficient manner. Rebecca graduated from the University of Connecticut with a B.A. in Actuarial Science and Mathematics. She began her career in 2017 as a Financial Consultant at AXA Advisors, where she developed skills to carefully address individual clients’ needs. Rebecca joined J.P. Morgan in 2019, drawn to the firm’s stellar reputation and executional platforms. She holds FINRA Series 7 and 66 licenses. Rebecca was raised in Cheshire, Connecticut, and now lives in Ossining, New York. In her spare time, she enjoys her role as a group exercise instructor, as well as spending time with friends and family.

Insights

Investing

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(212) 272-8354rebecca.bertenshaw@jpmorgan.com