
Mackenzie CullensMackenzie CullensClient Associate
About Mackenzie
Mackenzie Cullens is a Client Associate at J.P. Morgan Wealth Management.
Mackenzie works closely with clients, easing their administrative needs so they can focus on their personal and professional priorities. Diligent and detail oriented, she is a skilled multi-tasker who enjoys the dynamic nature of each day, helping clients resolve their inquiries and enact a more serene approach to their lives and wealth.
Within the team, Mackenzie focuses on account onboarding, investment operations, account administration, money movement, and client communications. Outgoing by nature, she enjoys speaking with clients and learning more about them so that she can better anticipate their preferences and needs. Mackenzie offers a positive outlook, gratified to help clients tackle issues large or small. She points to her team as one of her favorite aspects of her role, proud to be part of a close-knit group that is united in their efforts to help clients succeed. A student of the markets, Mackenzie also enjoys deepening her knowledge of wealth management so she can better support clients and their families.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Mackenzie was a Registered Client Service Associate with First Republic Bank, where she worked for more than three years. Earlier, she served as a Research Analyst Intern with Oppenheimer & Co., where she worked from 2017 through 2020. Mackenzie began her banking career in 2019 with First Republic, where she was an Enterprise Risk Management Intern.
Originally from the Palm Springs area, Mackenzie moved to Marin County as a teenager and loves living in San Francisco. She earned her B.A. in Economics from the University of California, Los Angeles, where she was an Investment Banking Committee Member for Bruin Women in Business. She holds FINRA Series 7 and 66 and has successfully completed the Securities Industry Essentials®(SIE®) Exam.
Outside the office, Mackenzie enjoys doing Pilates, yoga, and Peloton. She also likes to sample the many cuisines that San Francisco has to offer and welcomes ideas for new restaurants to add to her list.
Insights

A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Protect your passion: Make the most of your car collection
July 3, 2025You’ve devoted a lot of time and energy to collecting cars – but have you done enough to safeguard your wealth and privacy?Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now