Mallory NorthMallory NorthSenior Client Associate
LinkedInAbout Mallory
Mallory North is a Senior Client Associate with J.P. Morgan Wealth Management.
As a member of the OCB Group, Mallory provides account maintenance and administrative support for high-net-worth individuals and families. Mallory's responsibilities include fund transfers, journal entries, wire transfers, and onboarding procedures. She works diligently to deliver an excellent customer experience.
Mallory graduated from Occidental College, Los Angeles with a degree in Economics with a minor in Biology. She began her career in 2021 at J.P. Morgan as a Summer Analyst where she sharpened her professional skills and learned the value of attentive service. Mallory returned to J.P. Morgan in 2022 following her graduation. She holds FINRA Series 7 and Series 66 licenses.
Mallory grew up in the Bay Area and currently lives in San Francisco. In her spare time, she enjoys playing basketball, yoga, hiking, and trying new foods.
Insights
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October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowWealth Planning
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October 9, 2025The 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 NowRetirement
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