About Eden

Eden Heit is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of FGF Partners, Eden provides attentive support and reliable follow-through to the team's clientele, helping them advance their financial goals by streamlining their administrative and operational needs. Clients look to Eden for assistance with account onboarding, inquiry resolution, team communications, money movement and reporting, among other needs.

Outgoing by nature, Eden demonstrates her genuine interest in each client relationship, creating an atmosphere where clients are understood and appreciated. She points to her adaptability and strong listening skills as two qualities that help her deliver a differentiated client experience. Extremely organized, Eden also prides herself on her strong follow-through, overseeing client requests with diligence and resolve.

Prior to joining J.P. Morgan Wealth Management in 2024, Eden was a Client Service Specialist with First Republic Bank. In this capacity, she worked closely with high-net-worth individuals and families to facilitate a variety of banking and lending services. Eden earned her B.S. in Finance from the College of Business at California State University, Long Beach.

Originally from Huntington Beach, California, Eden loves to spend time outdoors, including surfing, waterskiing, snowboarding, running and mountain biking. She also enjoys yoga. Weekends often find her in Mammoth, enjoying a variety of outdoor adventures.

Insights

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

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Business

Incentive stock options and the AMT

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