About Yubi
Yubi Li is a Client Associate at J.P. Morgan Wealth Management.
As a forward-facing member of The JMT Group, Yubi provides execution and customer service support for the high-net-worth individuals and families served by the team. She works diligently to deliver an excellent customer experience, and is focused on executing trades, monitoring transactions, preparing financial documents and addressing inquiries.
Yubi holds an M.B.A. in Finance from Clark University. She began her career in financial services as a Premier Banker at Wells Fargo Bank in 2013, followed by roles at Wells Fargo Advisors and First Republic Bank, where she acquired the skills to carefully address individual clients' needs. She joined J.P. Morgan in 2023 along with her team.
Yubi lives in Los Altos, CA with her husband and three children. Outside of work, she enjoys spending time with her family and friends and indulging her passion for travel and photography
Markets and Economy
Oil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read Now
Markets and Economy
Not a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read Now
Investing
“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read Now
Markets and Economy
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read Now
Investing
Paying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Markets and Economy
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read Now
Family Legacy
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Wealth Planning
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
Markets and Economy
$1.5 trillion goods trade is on the line in USMCA's first test
June 18, 2026As the USMCA enters review, potentially tighter rules may shape where companies build, source and invest across North America.Read NowMarkets and Economy
Oil prices and the stock market: Do energy prices move markets?
July 10, 2026Oil prices can move stocks through inflation, rates and earnings – helping energy producers while pressuring consumers and fuel-heavy sectors. Learn why supply vs. demand shocks matter and what investors can do.Read NowMarkets and Economy
Not a red flag: The market-economy disconnect
July 10, 2026Stock market moves have historically reflected changes in the economy, but today the relationship is driven by sector mix, AI-driven margin gains and early earnings breadth.Read NowInvesting
“Buy-borrow-die": The 3-step wealth strategy explained
July 2, 2026The buy-borrow-die approach may help you save on capital gains taxes and preserve wealth for your heirs. Learn about the benefits and risks.Read NowMarkets and Economy
Small-cap success: Why this rally looks different
July 2, 2026Earnings estimates are sharply rising for small caps stocks as a broadening of market gains takes shape.Read NowInvesting
Paying with debt: How to leverage your investments
July 1, 2026Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read NowMarkets and Economy
The world changed in 10 days: An oil unwind and a hawkish Fed
June 26, 2026Falling oil prices and a shift in Federal Reserve tone are easing inflation pressures and prompting a reassessment of the outlook for rates and risk assets.Read NowFamily Legacy
How to pass down the family vacation home
June 22, 2026Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read NowWealth Planning
When is a custodial account a good choice?
June 18, 2026What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read NowMarkets and Economy