About Maggie

Maggie Petersen is a Wealth Planning Specialist at J.P. Morgan Wealth Management.

Maggie builds strong relationships with clients and their families, supporting their ability to make informed decisions about the direction and purpose of their wealth. She develops tailored financial plans for an accomplished clientele, collaborating closely with people at varied points in their lives and careers so she can provide an accurate perspective on their goals. Maggie also strives to pinpoint possible efficiencies and remedy gaps, advancing a cohesive approach to client aspirations that reflects their distinctive circumstances.

Within the team, Maggie works closely with the team's lead partners to connect clients to the capabilities they need. Clients look to Maggie as a reliable resource who is determined to resolve their inquiries, quickly and seamlessly. She is skilled in integrating planning within a client's overall wealth context, encompassing a tax-sensitive approach to investing, balance sheet structuring, and wealth transfer. Maggie relates that she enjoys learning about each client's story, deepening her knowledge of their priorities and interests. She strives to make clients' lives simpler and easier, so they can find greater fulfillment from their wealth.

Maggie joined J.P. Morgan Wealth Management with her team in 2023. Earlier, she spent more than six years with First Republic Private Wealth Management, where she held a number of roles, ultimately serving as an Associate Director. Maggie began her financial services career in 2016 with Ascent Private Capital Management, where she was an Investment Analyst.

Maggie earned her B.S. in Finance with a minor in International Business from Santa Clara University. She holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP®Board of Standards, Inc.

Outside the office, Maggie loves to travel, ski, and attend live music events.

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

Insights

Investing

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
Outlook

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
Fraud

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
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.