Joseph CoJoseph CoSenior Client Associate
About Joseph
Joseph Co is a Senior Client Associate at J.P. Morgan Wealth Management.
Joseph works closely with the Alta Group's accomplished clientele, making their financial lives simpler, easier and more cohesive. He holds a number of responsibilities within the team, including new account onboarding, asset transfers, account administration, team communications and client-inquiry resolution. Joseph also works directly with the team's new Client Associates, training them on the processes and systems. A strong relationship builder, Joseph enjoys learning about clients, taking an active interest in their lives. He believes clients appreciate his thoroughness in addressing their interests and his proactive approach to their requests, keeping them closely apprised of his work on their behalf.
Joseph joined J.P. Morgan Wealth Management in 2023, moving with his team. He began his wealth management career at First Republic Private Wealth Management, where he was a Registered Client Service Associate. Earlier, Joseph served as a Project Manager with Paragon Consulting in Berkeley. A graduate of the University of California, Berkeley, Joseph earned his B.A. in Economics. He holds FINRA Series 7 and 66 securities licenses and has passed the Securities Industry Essentials® (SIE®) Exam.
In his free time, Joseph enjoys cooking, playing basketball and volleyball, and staying fit.
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now