About Rebekah

**Rebekah Beekie is a Senior Client Associate at J.P. Morgan Wealth Management.**As a member of FGF Partners, she provides operation and account maintenance support for high-net-worth individuals and families. Rebekah's responsibilities include onboarding procedures, preparing financial documents and addressing inquiries. She works diligently to deliver an excellent customer experience.

With over 24 years of experience in financial services, Rebekah began her career in 2000 at A.G. Edwards & Sons as a wire operator and cashier. She then moved to Wells Fargo Advisors, where she sharpened her professional skills. She joined J.P. Morgan in 2022, drawn to the firm's stellar reputation and executional platforms.

Rebekah holds FINRA Series 7, 63 and 66 securities licenses, as well as CA Insurance License #0M30875.

Away from the office, she enjoys traveling and camping with her husband Keith.

Insights

Select this article to learn more about our latest insights
Family Legacy

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
Retirement

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
Select this article to learn more about our latest insights
Wealth Planning

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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.