About Nicholas

Nicholas Perez is a Client Associate at J.P. Morgan Wealth Management.

As a member of The Berg Wealth Management Group, Nick provides problem solving and customer service support for high-net-worth individuals. His responsibilities include on-boarding procedures, fund transfers and ad hoc requests. Nick recognizes the critical nature of his forward-facing role.

Nick graduated from University of Central Florida with a B.S.B.A. in Finance. With two years of experience in financial services, he began his career in 2022 at Wells Fargo Advisors as a Digital Product Manager. Nick then moved to J.P. Morgan Wealth Management, where he sharpened his professional skills.

Nick lives in Delray Beach with his family. Outside of work, he enjoys fitness, golf, and the beach. Nick has a passion for meeting new people.

Insights

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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