Joseph R. BellaviaJoseph R. BellaviaClient Associate
"I provide operational and administrative support for high-net-worth individuals and families, institutions, and sophisticated clients."
About Joseph
Joseph is a Client Associate with J.P. Morgan Wealth Management.
As a member of the TBW Group he provides operational and administrative support for high-net-worth individuals and families, institutions, and sophisticated clients. Joseph's responsibilities include onboarding procedures, preparing financial documents, executing trades, wire transfers, and distributing research. He serves as a dedicated resource for all client concerns.
Joseph graduated from Rutgers University with a B.S. in English and Philosophy. With 2 years of experience in financial services, he began his career in 2020 at J.P. Morgan as a Client Associate and has remained here since.
He holds FINRA Series 7, 63, and 66 licenses.
Joseph's lives in Manhattan, and outside of work, his hobbies include reading, writing, playing golf, and running.
Investing
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November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWealth 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 NowInvesting
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 NowInvesting
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 NowWealth Planning
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowInvesting
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowInvesting
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowInvesting
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowInvesting