Awards and Industry Recognition

Forbes

Top Wealth Management Teams Best-In-State
2025 • 2024

About Lauren

Lauren West is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.

Lauren provides focused attention, strategy and advice to clients of The Soja West Group, helping them resolve the complexities that significant wealth can pose. Thoughtful and thorough in her approach, she is skilled in helping clients pursue their goals with efficiency and resolve, capitalizing on a range of opportunities at their disposal.

Within the team, Lauren manages client portfolios and oversees financial planning, clarifying multiple facets of client wealth and charting a path to pursue each person's objectives. She offers a tax-sensitive approach, staying apprised of the factors that can impact clients' investment, wealth transfer and philanthropic decisions. Lauren also appreciates clients' desire to foster legacies that extend beyond their balance sheets. She looks to clarify the values of wealth creators and their families, cementing a vision that can inspire generations to come.

Lauren applies the knowledge she has gained from more than 15 years of experience in investing and wealth management. Prior to moving to J.P. Morgan Wealth Management with her team in 2023, she spent more than seven years at First Republic Private Wealth Management, where she most recently was a Vice President and Wealth Manager. Earlier in her tenure, Lauren led strategic corporate marketing initiatives for First Republic Private Wealth Management. Her career also includes more than six-and-a-half years with J.P. Morgan Chase Bank, where she was a Private Client Banker. She began her financial services career in 2009 with Keiretsu Forum, a global investment community of accredited private equity investors, venture capitalists and corporate/institutional investors.

Lauren earned her B.S. in Business Administration with a concentration in Finance and a minor in Spanish from California Polytechnic State University—San Luis Obispo. Committed to professional excellence, she holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP® Board of Standards, Inc., as well as earning the AIF® designation in 2025. Attainment of the AIF® designation demonstrates understanding of the Prudent Practices® and methodology.

Active in her local community, Lauren volunteers with organizations that focus on promoting financial literacy to young adults and school-age children. She serves on the Finance Advisory Board of the Orfalea College of Business at her alma mater. Lauren is also a current member of the Financial Planning Association of San Francisco and a former board member of Financial Women of San Francisco.

Outside of the office, Lauren loves to spend time with her young family exploring the North Bay.

CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.

Insights

Markets

How to better position portfolios before the hard data changes

May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
Outlook

May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach

May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.