Stevie WakesStevie WakesVice PresidentInvestment Associate
About Stevie
Stevie Wakes is a Vice President and Investment Associate at J.P. Morgan Wealth Management.
As a member of the Paul Donlon Group, Stevie provides administrative and operational support for high-net-worth individuals and families, corporate executives and retirees. His responsibilities include distributing research, preparing financial documents and coordinating the operational aspects of the team. Stevie brings a strong service-oriented approach to his role, serving as a dedicated resource for a range of client needs and contributing to a consistent and attentive client experience.
Stevie joined J.P. Morgan in 2018, building on a broad financial services foundation developed through roles including Private Client Banker, Advisor Concierge and Vice President of Training. He began his career in 2005 at DCB Bank as a Merchant Teller and Banker. Stevie earned an M.B.A. in Business Management from the University of Phoenix.
A resident of San Francisco, Stevie is active in his community, having served as a victim advocate for sexual assault prevention and response and as a volunteer at his local church. He enjoys spending his free time with his wife and their two sons, Kairo and Noah.
Insights
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