Michelle HadiMichelle HadiClient Associate
About Michelle
Michelle Hadi is a Senior Client Associate with J.P. Morgan Wealth Management.
As a member of Blake Bertea's team, she provides operational and customer service support for high-net-worth individuals and family offices. Michelle's responsibilities include coordianting the operational aspects of the team and addressing all inquiries. She is the point person to help Blake and clients for all concerns and has a reputation for managing day-to-day activities in a steady and experienced manner.
Michelle graduated from San Diego State University with a B.A. in Business Finance and minor in Economics. With 14 years of experience in financial services, she began her career in 2008 at 401k Advisors as a RFP Analyst. Michelle then moved to UBS Private Wealth Management, Deutsche Bank, and rounded back to a team at UBS Wealth Management, where she helped move their book of business to RBC Wealth Management. Through her experience she built a reputation for attention to detail and gained valuable team lead experience. She joined J.P. Morgan in January 2022 and is proud to deliver outstanding service.
She holds FINRA Series 7 and 66 securities licenses.
Michelle lives in Newport Beach with her husband, Michael. In her free time, she enjoys traveling with her husband and spending time with her family and friends.
Insights
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February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read NowWhat you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read NowSoftware shock: AI’s broken logic
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January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
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