Jamie WrightJamie WrightClient Associate
About Jamie
Jamie Wright is a Client Associate at J.P. Morgan Wealth Management.
Jamie joined the firm in 2023 from First Republic where she worked with her colleagues for four years. Devoted to serving clients like she would a family member or good friend, Jamie has earned greater responsibilities throughout her career. On any given day, she assists with financial planning, onboards new clients, writes proposals, addresses account issues, and handles money transfers, IRA distributions, 401(k) rollovers, trusts and personal banking.
Jamie relishes the opportunity to learn from clients and address their needs with urgency and accuracy. A stickler for creating a positive client experience, she works to enhance the concierge-level service model for which the group is known. Growing up in Northern Virginia, Jamie chose a "people-focused" career in wealth management after earning a B.A. in International Business from Dickinson College in Pennsylvania. High energy inside and outside the office, Jamie is passionate about skiing, working out and running near her apartment on the Upper East Side.
Insights
Wealth Planning
End the year strong: 10 planning moves to make now
September 27, 2024Making one or more of these planning moves can strengthen your financial position for this year, and beyond.Read Now
Markets
3 things we heard at the rate cut after-party
September 27, 2024Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.Read Now
Business
Considerations for owning a cash-only business
September 27, 2024Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read Now
Wealth Planning
Building a new legacy: A conversation with Adrienne-Bailon Houghton
September 26, 2024Knowledge and intentionality can help pave the way in creating a lasting financial legacy for the next generation.Read Now
Outlook
Navigating political uncertainty: Potential investment implications for you and your business
September 26, 2024J.P. Morgan Wealth Management held an online event to discuss how investors can stay on track amid uncertain times. Discover the key takeaways from the webcast.Read Now
Outlook
Embracing opportunity in uncertain and volatile times
September 26, 2024J.P. Morgan Wealth Management hosted a webcast breaking down current trends and their impact on markets. Here’s how investors can make smart decisions as 2024 comes to an end.Read Now
Investing
Unpacking the case for inclusivity in your portfolio
September 25, 2024Clients are asking what inclusive investing really means within their investment portfolios, and what integrating these considerations can deliver.Read Now
Markets
Rate cut breakdown: What you need to know now
September 20, 2024We examine the Fed's historic move and what it could mean for your portfolio.Read Now
Outlook
September 2024 Fed meeting: Fed cuts rates by half point to support economy
September 19, 2024The Federal Reserve lowered interest rates for the first time in four years, thanks to welcome progress on its dual goals of restoring price stability and achieving maximum employment.Read NowWealth Planning
End the year strong: 10 planning moves to make now
September 27, 2024Making one or more of these planning moves can strengthen your financial position for this year, and beyond.Read NowMarkets
3 things we heard at the rate cut after-party
September 27, 2024Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.Read NowBusiness
Considerations for owning a cash-only business
September 27, 2024Cash-only business such as laundromats and carwashes can be lucrative opportunities for investors. Here’s what to know about running one.Read NowWealth Planning
Building a new legacy: A conversation with Adrienne-Bailon Houghton
September 26, 2024Knowledge and intentionality can help pave the way in creating a lasting financial legacy for the next generation.Read NowOutlook
Navigating political uncertainty: Potential investment implications for you and your business
September 26, 2024J.P. Morgan Wealth Management held an online event to discuss how investors can stay on track amid uncertain times. Discover the key takeaways from the webcast.Read NowOutlook
Embracing opportunity in uncertain and volatile times
September 26, 2024J.P. Morgan Wealth Management hosted a webcast breaking down current trends and their impact on markets. Here’s how investors can make smart decisions as 2024 comes to an end.Read NowInvesting
Unpacking the case for inclusivity in your portfolio
September 25, 2024Clients are asking what inclusive investing really means within their investment portfolios, and what integrating these considerations can deliver.Read NowMarkets
Rate cut breakdown: What you need to know now
September 20, 2024We examine the Fed's historic move and what it could mean for your portfolio.Read NowOutlook
September 2024 Fed meeting: Fed cuts rates by half point to support economy
September 19, 2024The Federal Reserve lowered interest rates for the first time in four years, thanks to welcome progress on its dual goals of restoring price stability and achieving maximum employment.Read Now
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