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
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.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 NowPrivate credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read NowDon’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read NowThe 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read NowHow to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read NowJune 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read NowThink before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read NowAI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read NowA 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