Janet NevinsJanet Nevins, CFP®Executive DirectorWealth Advisor
About Janet
Janet Nevins is an Executive Director and Portfolio Manager1 with J.P. Morgan Wealth Management. As a principal of the Burns Nevins Wealth Management Group, she brings rigorous due diligence to serve the holistic investment advisory needs of high-net-worth individuals and families.
Janet delivers tailored and comprehensive financial strategies to assist clients in preserving, growing and managing their assets. She is especially adept at helping organize all elements of each individual's financial life into one cohesive picture. Janet applies her knowledge and experience while working with clients to navigate a constantly changing marketplace. She is extremely proud that many of her enduring professional relationships span decades and include multiple generations.
In 2018, Janet joined J.P. Morgan and is pleased to provide clients with the financial resources and intellectual capital of one of the largest and most admired financial firms in the world.
She began her career at Merrill Lynch and has focused on building a well-diversified background that includes wealth planning, financial analysis and investment management. For over 25 years, affluent investors have sought her deep industry experience and ability to translate complex situations into practical, well-understood information.
Janet has earned the Certified Financial PlannerTM designation, one of the most respected wealth management certifications in the industry. She utilizes this knowledge while working with clients to formulate comprehensive advice for pursuing short- and long-term goals. Janet holds FINRA Series 7 and 66, as well as Life, Health and Variable Annuity licenses.
CFP® and CERTIFIED FINANCIAL PLANNERTM are registered trademarks owned by Certified Financial Planner Board of Standards, Inc.
CFP® and CERTIFIED FINANCIAL PLANNERTM are registered trademarks owned by Certified Financial Planner Board of Standards, Inc. The J.P. Morgan Wealth Management Portfolio Manager Program. As a member of the J.P. Morgan Securities Portfolio Manager Program, Janet is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. The J.P. Morgan Wealth Management Portfolio Manager Program.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now