Claudine IsaacClaudine IsaacClient Associate
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
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October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now
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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 NowSeptember 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 NowFourth-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 NowMake philanthropy a family affair
October 10, 2024There are many ways to engage younger generations in philanthropic pursuits. Learn about them here.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
October 8, 2024A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowEstate planning for Indigenous Americans
October 8, 2024For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowSeptember 2024 jobs report: 254,000 jobs added, defying expectations
October 7, 2024U.S. job growth unexpectedly accelerated sharply beyond economists’ expectations, solidifying our strategists’ view that the Fed will lower interest rates by 25 basis points at its next meeting.Read NowPutting this week's events into context
October 4, 2024Here’s what you should know about escalating global conflicts and a mixed week for markets.Read Now“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors
October 3, 2024“Family of choice” can be a framework for caregiving support for LGBTQ+ seniors. Read on to learn more.Read Now