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
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April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowWhy cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowBuilding tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read NowWhere will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read NowDebunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read NowWhen disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowBuilding up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read NowU.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now