About Grace

Grace Fix is a Senior Client Associate at J.P. Morgan Wealth Management.

Grace provides operational assistance and administrative support to clients of The HDYG Team, helping them gain control and clarity about multiple facets of their wealth. Within the team, her areas of focus include new account onboarding, money transfers, account updates, client scheduling and meeting preparation.

A capable problem solver, Grace is skilled in resolving issues quickly and efficiently, keeping clients updated on the status of their inquiries. She offers a diligent and detail-oriented mindset, bringing a high quality of work to her client interactions. A warm and welcoming presence, Grace is gratified to help clients advance their goals and create a more cohesive financial future.

Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Grace spent two years with First Republic Private Wealth Management, where she was a Client Service Associate. Earlier in her career, she spent just shy of four years with Byrd Financial Group in Portland, where she also served as a Client Service Associate.

Born and raised in Portland, Grace ventured to San Antonio, Texas, for college, earning her B.S. in Business Administration with a concentration in Marketing and a B.A. in Communication from Trinity University. She holds FINRA Series 7 and 66 securities licenses and has successfully completed the Securities Industry Essentials® (SIE®) Exam.

Outside the office, Grace loves to go hiking with her Great Dane, Bowie.

Insights

Wealth Planning

J.P. Morgan Summer Reading List 2024

May 21, 2024To usher in the summer months, we’ve gathered a list of inspiring, educational and entertaining books we’re reading. Check out the 2024 J.P. Morgan Summer Reading List.Read Now
Investing

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How to successfully gift to heirs

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