Karen WandreyKaren WandreyVice PresidentSenior Client Associate
About Karen
Karen Wandrey is a Vice President and Senior Client Associate at J.P. Morgan Wealth Management.
She brings over 14 years of experience in the financial services industry to service the clients of The Meyers Group.
Karen assists the team in offering a broad range of financial services to Silicon Valley founders, entrepreneurs and executives, helping to empower them financially. She supports new and existing client relationships, performing critical investment and wealth management activities.
Karen graduated from Ohio Wesleyan University with a B.A. in Economics and Psychology. She began her career in 2010 at Union Bank as an Investment Associate. She then moved to First Republic Bank in 2015, where she gained valuable investment research and analysis experience. Karen joined J.P. Morgan in 2023. She holds FINRA Series 7 and 66 licenses.
Karen lives in Marin County, where in her free time, she enjoys staying active, reading, working on DIY projects, and spending time with family.
Insights
Outlook
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
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Retirement
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Investing
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now
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Business
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Retirement
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Investing
Insulate your investment strategy with a portfolio line of credit
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Wealth Planning
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read Now
Wealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read NowOutlook
December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
Navigating the new year: 3 resolutions for investors
January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowBusiness
Navigating uncertainty: A path for business owners
January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
Providing for children with special needs
January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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