About Daija

Daija Beck is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of FGF Partners, Daija works closely with high-net-worth clients to address their administrative and operational needs, providing them with greater ease and convenience in managing their financial affairs. Her responsibilities include new-account onboarding, money movement, client communications, team operations and inquiry resolution. Extremely attentive to client needs, Daija is skilled in seeing requests to a satisfying conclusion. She points to her thoroughness in researching client inquiries as one of her key attributes as an effective problem solver. Clients look to Daija as someone who is intimately familiar with their priorities and interests, allowing her to build meaningful relationships with multiple generations of their families.

Prior to joining J.P. Morgan Wealth Management in 2023 with her team, Daija was a Client Service Associate with First Republic Investment Management. Earlier, she spent seven years with Wells Fargo, where her roles included Operations Manager and Senior Relationship Banker. Daija has been active in wealth management and banking since 2015. She attended Long Beach City College and holds FINRA Series 6 and 63 securities licenses.

Daija loves spending time with her adorable baby boy, Jaice. In her free hours, she participates in a local Walking Club, allowing her to explore the outdoors with fellow enthusiasts. One of her favorite ways to unwind on weekends is to enjoy brunch with friends.

Insights

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