Autumn GonzalezAutumn GonzalezSenior Client Associate
About Autumn
Autumn Gonzalez is a Senior Client Associate at J.P. Morgan Wealth Management.
As Head of Client Service for The Meyers Group, she works diligently to deliver an excellent customer experience for corporate executives, entrepreneurs and sophisticated ultrahigh- net-worth individuals and their families. Autumn has over 10 years of experience in the financial services industry, and recognizes the critical nature of her forwardfacing role in the family office-style approach, striving to maintain the highest levels of customized service. Our clients appreciate her knowledge, thoughtfulness and attention to detail as it relates to the complex nuances of these family relationships.
Autumn graduated from San Jose State University with a B.S. in Business Administration and an International Business concentration. She joined J.P. Morgan from Merrill Lynch and maintains her FINRA Series 7 and 66 securities licenses.
Autumn is a California native who, in her free time, enjoys hiking, gardening and exploring the San Francisco Bay area.
Insights
Markets
5 things on the horizon for 2025
December 6, 2024From AI infrastructure to the labor market, here’s what interests us about the year ahead.Read Now
Wealth Planning
Selecting the right assets to give to charity
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Wealth Planning
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Retirement
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowMarkets
5 things on the horizon for 2025
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Selecting the right assets to give to charity
December 5, 2024If you plan on charitable giving, knowing how to choose the right assets to gift may help you maximize the value of your donations.Read NowBusiness
Understanding business entities
December 5, 2024If you have a business or are thinking about starting one, you’ll have to decide how you want to structure it. Your answer may differ depending on your particular goals – like asset protection, tax efficiency, or ease of transitioning your business to family members.Read NowWealth Planning
What is umbrella insurance and why might I need it?
December 5, 2024Umbrella coverage is generally pretty affordable, but you should consider the risks you face and their probability of happening when deciding if this coverage is right for you.Read NowWealth Planning
Your values and hopes: What your loved ones really need to know
December 4, 2024Establishing and communicating your values early can help pave the way for successful wealth transitions for generations to come.Read NowWealth Planning
Providing for children with special needs
December 4, 2024It can be important to structure gifts to a special needs beneficiary if you don’t want the beneficiary to be disqualified from receiving government benefits.Read NowMarkets
3 things we (and the markets) are grateful for this season
November 27, 2024We’re ending the year on a note of optimism. Here’s why.Read NowWealth Planning
When does it make sense for a trust to own your life insurance policy?
November 27, 2024Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read NowRetirement
Leaving your job
November 26, 2024Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
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