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

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead 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.
(212) 272-7051kathleen.a.berger@jpmorgan.com