Elie Bou SamraElie Bou SamraSenior Client Associate
About Elie
Elie Bou Samra is a Senior Client Associate at J.P. Morgan Wealth Management.
Elie graduated from Universilé La Sagesse with an MBA in Financial Economics. With over 10 years of experience in financial services, he began his career in 2015 at Wells Fargo, starting as a teller and advancing through a series of client-facing and operational roles. Most recently, Elie served as a Senior Client Associate with Wells Fargo Advisors before joining The Meyers Group at J.P. Morgan. Elie joined J.P. Morgan to leverage a broader advisory platform and expanded resources that support deeper client relationships, enabling continued professional growth and the opportunity to take on greater responsibility in delivering tailored wealth strategies.
Elie holds FINRA Series 63, 65, 6 and 7 securities licenses.
Born and raised in Lebanon, Elie began his career there working as an accountant before moving to the United States and building his career in wealth services. He now lives in Marin County with his wife. Outside of work, Elie enjoys staying active exploring local trails and has a passion for travel, discovering new countries and local coffee spots.
Insights
The value of family engagement and governance in wealth planning
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May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowJ.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowHelping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowHow parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowThe U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowKevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowHow to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowOil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now