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
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Should I convert to a Roth IRA?
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January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowMaking the transition to retirement
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January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowHow to prepare for Tax Day as a small business owner
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