Jessica HuangJessica Huang, CFP®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Jessica
Jessica Huang is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Jessica is a partner of The JMT Group, fostering deep client relationships to help clients address their complex wealth scenarios. She draws from her background as a CERTIFIED FINANCIAL PLANNER® professional with more than a decade of experience to support each individual's long-term success. Jessica focuses on creating proactive and holistic advice, cash flow management, investment portfolios, stock options, retirement and education planning strategies. Her core values include transparency, clean execution and employing an insightful lens to tailor her guidance to specific needs.
Throughout her career, Jessica has been proud to serve as a trusted resource for her clients throughout all seasons of their lives. Before joining J.P. Morgan in 2023, she was at First Republic Bank and, previously, was a Vice President and Financial Advisor at Wells Fargo Advisors.
A graduate of the University of Texas at Austin, Jessica holds a B.A. in Economics. When she is not in the office, she enjoys the beautiful outdoors with her family.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
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Should I convert to a Roth IRA?
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January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now