Jessica HuangJessica Huang, CFP®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
Top Wealth Management Teams Best-In-State
2026 • 2025 • 2023
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.
Markets and Economy
Is it all one big AI trade?
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Family Legacy
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
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Markets and Economy
AI use is exploding. So are the bills.
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Family Legacy
Insight 3: The culture shift from paternalism to partnership
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Investing
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Fraud
AI scams, deepfakes, impersonations … oh my!
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Markets and Economy
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
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Family Legacy
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Retirement
2026 plan participant survey findings
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Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowFamily Legacy
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowMarkets and Economy
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowFamily Legacy
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInvesting
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowFraud
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowMarkets and Economy
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowFamily Legacy
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowRetirement