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
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July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now