Karen MendozaKaren MendozaVice PresidentRelationship Manager
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
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
US added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read Now
Shifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read Now
Shock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read NowSelecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read NowHow to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read NowProviding for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read NowYear-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read NowData returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read NowUS added 64k jobs in November; unemployment rate also increased slightly
December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now6 practices to help you navigate family dynamics during the holidays
December 15, 2025Cultivate deeper family connections with these six key strategies.Read NowShifting mindsets: How geopolitics, trade and tech innovation could redefine investment opportunities
December 15, 2025Recent global events have transformed how countries approach trade and manufacturing. Here’s a look at these changes and how they impact investment markets.Read NowShock absorption: 3 signs the economy is picking up from here
December 12, 2025Thanks to a few “shock absorbers,” we expect the economy to grow steadily after the latest rate cut.Read Now