About Lauren

Lauren McPartland is a Client Associate at J.P. Morgan Wealth Management.

Lauren provides attentive administrative and operational support to high-net-worth clients, helping them gain time in their lives for their personal and professional priorities. Within the team, her areas of focus include client communications, inquiry resolution, money movement and account administration.

Eager to contribute to her team, Lauren approaches her work with enthusiasm and energy. She enjoys speaking with clients, learning more about them and developing genuine relationships that reflect her sincere interest in other people. Very organized, she tackles her work with steady resolve, seeing tasks through from beginning to end. Lauren also maintains robust communication with clients, keeping them apprised of her efforts on their behalf.

Lauren joined J.P. Morgan Wealth Management in 2023, moving with her team. Previously, she was a Registered Client Service Associate at First Republic Private Wealth Management—a role she held since 2022.

A graduate of St. Mary's College of California, Lauren earned her B.B.A. in Finance cum laude. She holds FINRA Series 7 and 66 securities licenses and has successfully completed the Securities Industry Essentials® (SIE®) Exam.

Originally from San Francisco, Lauren enjoys all that the city has to offer. In her free time, she likes to visit museums, go on walks and hikes, try new restaurants in North Beach, spend time with her family and friends, and travel to new destinations.

Retirement

How an annuity can help as you plan for retirement

October 11, 2024As you approach retirement, you may be wondering what are the next steps for your investments. An annuity may be an effective tool for you in retirement planning by providing a steady and reliable income stream.Read Now
Outlook

September 2024 CPI report: Inflation fell to 2.4%, moving closer to the Fed’s 2% target

October 11, 2024The uptick in September’s core CPI reminds us that inflation pressure hasn’t fully dissipated, which should keep the Fed on a gradual pace of rate cuts going forward.Read Now
Markets

Fourth-quarter forecast: 3 things that could affect markets

October 11, 2024We explore the potential impact of geopolitical tensions, China’s policy stimulus and U.S. elections.Read Now