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 in close partnership with Joseph Gorel 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. Additionally, she is currently enrolled in the CERTIFIED FINANCIAL PLANNER™ Study Program with the College for Financial Planning® and intends to sit for the CFP® exam.

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.

CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.

Insights

Markets

A tale of two markets: Divergence amid the post–Labor Day sell-off

September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now
Cybersecurity

Mind your business: How to keep your company cyber secure

September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
Wealth Planning

New York estate planning

September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.