About Mallory

Mallory North is a Senior Client Associate with J.P. Morgan Wealth Management.

As a member of the OCB Group, Mallory provides account maintenance and administrative support for high-net-worth individuals and families. Mallory's responsibilities include fund transfers, journal entries, wire transfers, and onboarding procedures. She works diligently to deliver an excellent customer experience.

Mallory graduated from Occidental College, Los Angeles with a degree in Economics with a minor in Biology. She began her career in 2021 at J.P. Morgan as a Summer Analyst where she sharpened her professional skills and learned the value of attentive service. Mallory returned to J.P. Morgan in 2022 following her graduation. She holds FINRA Series 7 and Series 66 licenses.

Mallory grew up in the Bay Area and currently lives in San Francisco. In her spare time, she enjoys playing basketball, yoga, hiking, and trying new foods.

Insights

Markets and Economy

AI spending is booming. So why isn’t the US economy growing faster?

October 28, 2026AI spending is booming, but U.S. growth hasn’t accelerated. Imported hardware can offset GDP gains, and AI capex may crowd out other investment as rates rise.Read Now
Retirement

How to retire early using a ‘bridge fund’ with after-tax savings

October 28, 2026Want to join FIRE? Learn how to bridge the gap between early retirement and access to retirement accounts with smart investing, tax-efficient strategies and withdrawal planning.Read Now
Family Legacy

How to plan your charitable giving strategy

October 27, 2026Learn charitable giving strategies – from cash gifts to donor-advised funds and planned giving – to help support causes you care about and that align with your financial goals.Read Now
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