
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.

The value of family engagement and governance in wealth planning
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Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
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The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
