Lauren WestLauren West, CFP®, AIF®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
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
Insight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
Is it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read Now
Insight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
AI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read Now
Insight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
AI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
Fed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read Now
What to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowInsight 2: Foundation of values to define culture and focus
July 29, 2026A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowIs it all one big AI trade?
July 24, 2026AI’s reach extends well beyond technology, with diverse sectors showing strength and correlations evolving. Explore how this theme may influence portfolio strategy.Read NowInsight 4: Initiate interdependent ‘pillars’ separating family and business governance
July 17, 2026Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowAI use is exploding. So are the bills.
July 17, 2026As artificial intelligence (AI) handles more complex work, usage can outpace budgets. We flag signals to watch – from token price inflation to AI model competition – and the investment implications.Read NowInsight 3: The culture shift from paternalism to partnership
July 17, 2026Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 15, 2026As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowAI scams, deepfakes, impersonations … oh my!
July 15, 2026Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowFed Chair Kevin Warsh: ‘Prices are too high.’ Will there be a rate cut at the next Fed meeting? Here’s what to expect
July 15, 2026Kevin Warsh has been vocal in recent weeks that prices are higher than they should be. As the July Fed meeting approaches, here’s what investors can consider when assessing possible interest rate moves.Read NowWhat to consider when you’re considering alternative investments
July 15, 2026Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read Now