Grace FixGrace FixAssociateRelationship Manager
About Grace
Grace Fix is an Associate and Relationship Manager at J.P. Morgan Wealth Management.
As the team lead, Grace is the primary point of contact for The HDYG Team's largest clients, providing operational assistance and administrative support, while helping them gain control and clarity about multiple facets of their wealth. 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 securities license and has successfully completed the Securities Industry Essentials® (SIE®) Exam.
Outside the office, Grace loves to go hiking with her Great Dane, Bowie.
Insights
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September 25, 2026Rate volatility is back, but equities are taking higher yields in stride, often treating them as a growth signal rather than a stress flare.Read Now3 new changes to qualified small business stock that can supercharge tax savings
September 22, 2026The One Big Beautiful Bill Act potentially increased the size of the qualified small business stock tax break. Here’s how to navigate the changes.Read NowThe cost of capital is rising. Did stocks get the memo?
September 18, 2026The Federal Reserve hiked rates, but it's not fazing the stock market the way investors expected.Read NowInvesting in the space economy: From sci-fi to reality
September 18, 2026A roadmap to the ‘final frontier’ – answering the question on everyone’s mind: what is space beyond SpaceX?Read NowFed raises rates at September meeting: Key takeaways for investors as officials signal at least one more rate hike in 2026
September 17, 2026The Federal Reserve raised its benchmark rate for the first time in more than three years. Read our key takeaways from the September meeting, plus what to watch for next.Read NowStep-up in cost basis: What this tax rule means for inherited assets when someone dies
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September 15, 2026Diesel prices hit record highs in early September, rising faster than gas. Here's what surging diesel costs mean for inflation, shipping and your investment portfolio – and what to watch next.Read NowLiquidity is a step Great Wealth Transfer plans can miss
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