About Nicole

Nicole Barsotti is a Client Associate at J.P. Morgan Wealth Management.

Nicole works closely with clients to address their administrative and operational needs, serving as a reliable resource who appreciates their distinctive preferences. Within the team, her areas of focus include account onboarding and administration, money movement, statements and reporting, and client communications. Nicole is also a key point of contact within the team, facilitating scheduling and meeting coordination.

Organized and methodical, Nicole is skilled in discerning client priorities and working through those needs, steadily and persistently. She enjoys speaking with clients and meeting with them, gratified to support their efforts in advancing a more cohesive approach to their financial lives. Nicole also points to the close-knit nature of her team as one of her favorite aspects of her role, proud to be part of a supportive, high-achieving culture.

Originally from Fresno, Nicole earned her undergraduate degree in Economics from the University of Santa Clara. She was active in Delta Gamma sorority and held a number of leadership roles.

Outside the office, Nicole enjoys spending time with her family and friends.

Insights

Wealth Planning

Losing a loved one: A checklist of tasks to consider

October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
Wealth Planning

Asset titling: How to title your assets for estate planning

October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read Now
Markets and Economy

Credit markets look for AI’s weak links

October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.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.