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

A historical look at Giving Season

October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Wealth Planning

Planning finances for a blended family

October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
Fraud

Helping your elderly and vulnerable loved ones avoid the scammers

October 14, 2024Elderly & vulnerable persons are a prime target for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
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