Jesse JimersonJesse JimersonInvestment Associate
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
3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read Now
Introducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now
5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read Now
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read Now
Eye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read Now
The SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now3 new ways to give: How effective donors are driving change
October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowIntroducing the 29th edition of J.P. Morgan Asset Management’s Long-Term Capital Market Assumptions
October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read Now5 ways to boost your kids’ fraud prevention savvy
October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowT-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowThe agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowEye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowThe SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowA historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowPlanning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now