About Karen

Karen Mendoza is a Vice President and Relationship Manager at J.P. Morgan Wealth Management.

A longtime member of the team, she spent two years at First Republic and 11 years at Citi Personal Wealth Management, before joining the firm. Karen launched her financial services career in 2002.

Dedicated to exceeding client expectations, Karen believes that "good enough is never enough." She is highly attentive to accuracy and detail, priding herself on the level of care she provides—the kind she would expect in a family office-style service model.

From banking solutions to discussions surrounding clients' insurance needs, Karen welcomes the opportunity to discuss important issues with clients and their families. On many occasions, including trips to clients' homes, pictures and stories are shared of children, giving her deeper insight into their lives and goals. For Karen, rolling up her sleeves and contributing to a comprehensive financial strategy for clients is time well spent.

Outside of the office, Karen enjoys time with her husband and four daughters at home in Wayne, New Jersey. Giving credit to her mother-in-law for her Italian cooking skills, Karen also revels in true crime books and movies, with no idea where her fascination with the topic began.

Insights

Wealth Planning

J.P. Morgan NextList 2026

November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
Markets and Economy

3 key contrasts shaping market momentum

November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read Now
Wealth Planning

Understanding disability insurance

November 21, 2025Disability insurance can help replace some of your income if you become disabled and are prevented from working, either in the short term or the long term.Read Now
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