
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.

A balancing act: The trade-off between debt and defense
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The defensive playbook isn’t your average inflation roadmap
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When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
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The global rates repricing: will central banks actually hike?
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Common financial milestones women experience throughout their lives
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A balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read Now
The defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read Now
When disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
