Autumn GonzalezAutumn GonzalezSenior Client Associate
About Autumn
Autumn Gonzalez is a Senior Client Associate at J.P. Morgan Wealth Management.
As Head of Client Service for The Meyers Group, she works diligently to deliver an excellent customer experience for corporate executives, entrepreneurs and sophisticated ultrahigh- net-worth individuals and their families. Autumn has over 10 years of experience in the financial services industry, and recognizes the critical nature of her forwardfacing role in the family office-style approach, striving to maintain the highest levels of customized service. Our clients appreciate her knowledge, thoughtfulness and attention to detail as it relates to the complex nuances of these family relationships.
Autumn graduated from San Jose State University with a B.S. in Business Administration and an International Business concentration. She joined J.P. Morgan from Merrill Lynch and maintains her FINRA Series 7 and 66 securities licenses.
Autumn is a California native who, in her free time, enjoys hiking, gardening and exploring the San Francisco Bay area.
Insights
Family Legacy
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Wealth Planning
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Retirement
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Wealth Planning
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Business Planning
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May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read NowWealth Planning
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowOutlook
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowCybersecurity
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowRetirement
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May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read NowWealth Planning
What is the wash sale rule?
April 29, 2025The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarkets
Threading the needle: Where markets may be mispricing trade risk
April 25, 2025As tension grows between world’s largest economies, we explore where investors can find opportunity.Read NowBusiness Planning
Why cash flow forecasting and succession planning matter
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