About Claudine

Claudine Isaac is a Client Associate at J.P. Morgan Wealth Management.

As a member of The Spartan Group, she acts as a resource in managing relationships, optimizing business development and client service support for ultra-high-net-worth clients. Claudine's responsibilities include orchestrating the day-to-day operational functions of the team's assets under management, responding to client inquiries, and investment strategy/execution support to investment advisors in the Spartan Group as well as advisors throughout JPMorgan Advisors Northeastern Region. Claudine is driven, polite, persistent and sincerely enjoys working with people. She is passionate about assisting people with planning for the future they desire and leverages her past experiences to serve them.

Claudine graduated from New York University with a B.A. in Social and Cultural Analysis and Business. She began her career as a member of Teach for America. As a teacher in New York City's most underserved communities, she worked as a first grade special education teacher. After completing her time of service, Claudine joined Goldman Sachs Asset and Wealth Management Division as a Wealth Management Professional. She joined J.P. Morgan in 2023. She holds FINRA Series 7, 63 and 65 securities licenses.

Insights

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now
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