Rebekah BeekieRebekah BeekieSenior Client Associate
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
Markets and Economy
AI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read Now
Retirement
How to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read Now
Family Legacy
How to plan your charitable giving strategy
October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read Now
Markets and Economy
Brazil runoff: Lula wins a fourth term
October 27, 2026The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.Read Now
Wealth Planning
Changing your state of residence for tax purposes
October 26, 2026When you move to a new state, you may need to sever ties to your former state to change your tax domicile. Half measures can leave you open to tax claims from your prior home state.Read Now
Wealth Planning
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
Wealth Planning
Asset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read Now
Markets and Economy
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read Now
Investing
Should you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read NowMarkets and Economy
AI spending is booming. So why isn’t the US economy growing faster?
October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read NowRetirement
How to retire early using a ‘bridge fund’ with after-tax savings
October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read NowFamily Legacy
How to plan your charitable giving strategy
October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read NowMarkets and Economy
Brazil runoff: Lula wins a fourth term
October 27, 2026The victory sets a tougher political backdrop: a right-leaning Congress and rising fiscal pressure. Markets may react negatively near term, but growth looks neutral.Read NowWealth Planning
Changing your state of residence for tax purposes
October 26, 2026When you move to a new state, you may need to sever ties to your former state to change your tax domicile. Half measures can leave you open to tax claims from your prior home state.Read NowWealth Planning
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read NowWealth Planning
Asset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read NowMarkets and Economy
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read NowInvesting
Should you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read Now
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