About Jesse

Jesse Jimerson is an Investment Associate at J.P. Morgan Wealth Management.

Jesse provides analysis and advice to clients of The HDYG Team, helping them anticipate key decision points in their life and gain clarity over multiple aspects of their finances. He is particularly skilled in goals-based financial planning, including tax-optimization, preretirement planning, budgeting, liquidity management and withdrawal strategies. A strong relationship builder, Jesse takes the time to develop a thorough knowledge of clients' circumstances so that he can support a more direct pathway to their objectives.

Jesse recognizes that wealth management is ultimately about people—what they want to accomplish, what they are concerned about and what they envision for the future. He takes pride in helping people solve concrete issues in their wealth, such as the timing of their retirement, purchasing a first or second home or transferring wealth to the next generation in a tax-sensitive manner. He notes that there are often multiple ways to advance the same goal—each with its own characteristics. Clients look to Jesse as someone who can help them weigh those options and make informed decisions.

Prior to joining J.P. Morgan Wealth Management in 2023 with his team, Jesse was a Client Relationship Analyst with First Republic Private Wealth Management. Earlier, he served as a Financial Planner for Mercer Advisors in Portland. Jesse began his wealth management career in 2020 with Stifel Financial, where he participated in its advisor training program.

Jesse earned his M.S. in Finance from the University of Oregon Lundquist College of Business and his B.B.A., also from the University of Oregon, where he completed a dual major in Business with a concentration in Entrepreneurship and Japanese Language, and a minor in Economics. He holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the CFP® Board of Standards, Inc.

A Portland native, Jesse loves spending time outdoors and traveling with his wife, Sarah. He also enjoys playing golf and spending time with his cat named Jack.

Insights

Wealth Planning

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