Lauren VasquezLauren VasquezAssociate
About Lauren
Lauren Vasquez is an Associate at J.P. Morgan Wealth Management.
Lauren provides administrative and customer service support for successful professionals, private business owners and retirees. Lauren's responsibilities include preparing financial documents, managing onboarding procedures, maintaining account records and facilitating fund transfers. She manages day-to-day activities in a steady and experienced manner.
Lauren joined J.P. Morgan in 2014 after working as an Operations Associate at Oppenheimer & Co., Inc., where she launched her career in 2011. Across both roles, she developed a strong foundation in attentive service and a focus on delivering thoughtful, client-first support. Lauren graduated from California State University, Fullerton with a B.S. in Business Administration.
Lauren lives in Huntington Beach with her husband, Curtis, and their sons Andrew, Jordan and Owen. Outside of work, she enjoys biking the coast, going to the movies and taking family trips to theme parks.
Insights
Family Legacy
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October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
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Beware the wash sale rule
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Fraud
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Cybersecurity
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October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Wealth Planning
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October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
Family Legacy
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowFamily Legacy
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowMarkets and Economy
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowCybersecurity
Your house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowMarkets and Economy
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowWealth Planning
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowFraud
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowCybersecurity
Parents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowWealth Planning
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowFamily Legacy
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
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