About Brandon

Brandon Jimenez is a Senior Client Associate with J.P. Morgan Wealth Management.

As a member of The RASL Group, he provides problem solving and operational support for high-net worth individuals and families. Brandon's responsibilities include executing trades, onboarding procedures and preparing financial reports. He recognizes the critical nature of his forward-facing role.

With 7 years of experience in financial services, he began his career in 2016 at J.P. Morgan Chase Bank as an Associate Banker and lastly as a Private Client Banker. He then moved to Wells Fargo Advisors where he gained valuable wealth management experience. He returned to J.P. Morgan in 2022, drawn to the firm's stellar reputation and executional platforms.

He holds FINRA Series 6, 7 and 66 securities licenses.

Banking

Managing cash: Make sure your assets are well protected

January 9, 2024Today, choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Wealth Planning

Trusts: 3 myths and the real story behind them  

January 9, 2024Make sure you know the score before you set up a trust.Read Now
Economy

Quick shot: To hike or not to hike

January 9, 2024Central bankers are now tasked with balancing both the fight against rising prices and the need for overall financial stability.Read Now