About Nicholas

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

As a member of The Sylvia Wealth Management Group, Nick provides problem solving and customer service support for high-net-worth individuals. Nick's responsibilities include on-boarding procedures, fund transfers and ad hoc requests. He 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.

Wealth Planning

Communicating wishes when preparing for a death

January 9, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now

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January 9, 2024From government shutdown fears to surging bond yields, there’s plenty for investors to fret about – but there’s also reason for optimism.Read Now

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