Claudia ArevaloClaudia ArevaloInvestment Associate
About Claudia
Claudia Arevalo is an Investment Associate at J.P. Morgan Wealth Management.
Claudia joined Ethan Emma's team in 2021, and is integral to the team's creation of tailored wealth management strategies for high-net-worth clients, executives, small business owners and multi-generation families. Her focus is on offering advice and continuity.
As an Investment Associate for the team, Claudia works to execute strategies across all aspects of the business for clients. Her responsibilities include onboarding new clients, fund transfers, executing securities transactions, portfolio advisory asset allocation and coordinating operational aspects for the team. She works diligently to deliver an excellent customer experience.
With 15 years of experience in financial services, Claudia began her career in 2010 at Wells Fargo Bank as a Personal Banker, where she developed skills to carefully address individual clients' needs. She joined J.P. Morgan in 2019 and holds FINRA Series 7 and 66 securities licenses.
A native of Ecuador, Claudia is fluent in Spanish. She graduated from Private University of Loja, Ecuador with a B.S. in Business Administration with a major in Finance. Claudia holds an M.B.A in Finance from Palm Beach Atlantic University and is a Sigma Beta Delta International Honor Society Member. In her free time, she enjoys working out, traveling and spending time with her family.
Insights
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
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
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
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
Parents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Caring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read Now
How to protect your privacy with smart devices at home
October 19, 2026All 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 Now
Helping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read NowLosing 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 NowAsset 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 NowCredit 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 NowShould 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 NowParents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowCaring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read NowHow to protect your privacy with smart devices at home
October 19, 2026All 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 NowHelping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowInflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now