Emily DeJesusEmily DeJesusSenior Client Associate
About Emily
Emily DeJesus is a Senior Client Service Associate at J.P. Morgan Wealth Management.
As a member of the Thomas DeRosa team, Emily draws on more than 20 years of financial services experience to work closely with advisors and their high-net-worth clients. She provides responsive, personalized service and supports account management. Emily’s responsibilities include client onboarding, addressing inquiries and coordinating the operational aspects of the team.
Emily joined J.P. Morgan in 2026 after roles at both Morgan Stanley and Citigroup, where she built a strong foundation in client service, operational excellence and relationship management. She draws on experience supporting high-net-worth clients and handles account maintenance, transaction processing and helps ensure client accounts stay compliant with regulatory requirements.
Emily holds FINRA Series 7 and 66 securities licenses.
Fluent in Spanish and shaped by a passion for travel and cultural exploration, Emily brings a global perspective to her work and enjoys connecting with people from diverse backgrounds.
Insights
Family Legacy
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October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read Now
Markets and Economy
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
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Retirement
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Investing
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Markets and Economy
A calm index, a restless market
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Markets and Economy
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Retirement
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Markets and Economy
One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read NowFamily Legacy
Make philanthropy a family affair
October 7, 2026Explore ways to engage younger generations in philanthropy – and make giving a family tradition.Read NowMarkets and Economy
Oil prices in 2026: How are WTI crude and Brent crude performing so far this year? Why does it matter for investors?
October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowRetirement
Why a 401(k) and high-yield savings account may not be enough
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Securities-based lending strategies: Understanding fixed vs. floating rates
October 6, 2026While promotional offers may let you lock in seemingly attractive rates on loans against your portfolio, it’s important to consider all the conditions beyond just the headline rate.Read NowMarkets and Economy
A calm index, a restless market
October 2, 2026As stocks and bonds increasingly move in sync, the headline rally can hide a quiet repricing. We explore why dispersion is back.Read NowMarkets and Economy
Which industries are most affected by Fed rate hikes?
October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowMarkets and Economy
Data centers meet democracy: The backlash to the AI buildout
October 1, 2026As U.S. congressional elections approach, rising electricity prices have elevated data center oversight as a rare bipartisan issue.Read NowRetirement
How an annuity can help you plan for retirement
September 30, 2026As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may help support retirement by providing a steady and predictable income stream.Read NowMarkets and Economy
One economy, two markets, one message
September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now
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