About Kathleen

Kelley Berger is an Investment Associate with J.P. Morgan Wealth Management. As a member of The Tigma Group, she provides administrative service support for high-net-worth individuals (and their families). Kelley's responsibilities include addressing inquiries, executing trades and wire transfers. She has a reputation for managing day-to-day activities in a steady and experienced manner.

Kelley began her career in 1983 at Ogilvy & Mather working as Executive Assistant to the President for her last three years. With 20 years of experience in financial services, Kelley joined Salomon Smith Barney in 2000 as a Client Associate and then to Morgan Stanley Wealth Management where she developed skills to carefully address individual client's needs.

Kelley joined J.P. Morgan in 2018, drawn to the firm's stellar reputation and executional platforms. She holds FINRA Series 7, 63, and 3 licenses.

Kelley is married with two children and a special rescue dog named Archie.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

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May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
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(212) 272-7051kathleen.a.berger@jpmorgan.com