Lauren WestLauren West, CFP®, AIF®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Lauren
Lauren West is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Lauren provides focused attention, strategy and advice to clients of The Soja West Group, helping them resolve the complexities that significant wealth can pose. Thoughtful and thorough in her approach, she is skilled in helping clients pursue their goals with efficiency and resolve, capitalizing on a range of opportunities at their disposal.
Within the team, Lauren manages client portfolios and oversees financial planning, clarifying multiple facets of client wealth and charting a path to pursue each person's objectives. She offers a tax-sensitive approach, staying apprised of the factors that can impact clients' investment, wealth transfer and philanthropic decisions. Lauren also appreciates clients' desire to foster legacies that extend beyond their balance sheets. She looks to clarify the values of wealth creators and their families, cementing a vision that can inspire generations to come.
Lauren applies the knowledge she has gained from more than 15 years of experience in investing and wealth management. Prior to moving to J.P. Morgan Wealth Management with her team in 2023, she spent more than seven years at First Republic Private Wealth Management, where she most recently was a Vice President and Wealth Manager. Earlier in her tenure, Lauren led strategic corporate marketing initiatives for First Republic Private Wealth Management. Her career also includes more than six-and-a-half years with J.P. Morgan Chase Bank, where she was a Private Client Banker. She began her financial services career in 2009 with Keiretsu Forum, a global investment community of accredited private equity investors, venture capitalists and corporate/institutional investors.
Lauren earned her B.S. in Business Administration with a concentration in Finance and a minor in Spanish from California Polytechnic State University—San Luis Obispo. Committed to professional excellence, she holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP® Board of Standards, Inc., as well as earning the AIF® designation in 2025. Attainment of the AIF® designation demonstrates understanding of the Prudent Practices® and methodology.
Active in her local community, Lauren volunteers with organizations that focus on promoting financial literacy to young adults and school-age children. She serves on the Finance Advisory Board of the Orfalea College of Business at her alma mater. Lauren is also a current member of the Financial Planning Association of San Francisco and a former board member of Financial Women of San Francisco.
Outside of the office, Lauren loves to spend time with her young family exploring the North Bay.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
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August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read Now
Insight 6: Active cross-generational stakeholder alliance
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Insight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
How does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read Now
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International stock market performance so far in 2026: Europe, China, India and more
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AI’s next act doesn’t have to choose
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August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
August 13, 2026The process of fostering empowered, responsible family members begins early and remains a lifelong journey. Our 10x10 model outlines key competencies to master at various life stages.Read NowInsight 6: Active cross-generational stakeholder alliance
August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read NowInsight 7: Develop a capable and committed rising generation
August 13, 2026Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowHow does the stock market perform during midterm election years? A guide for investors
August 12, 2026Midterm election years can bring market volatility and uncertainty. Learn what history suggests, why headlines move markets and what long-term investors can do to stay on track.Read NowFewer Fed meetings under Kevin Warsh? What a reduced FOMC calendar could mean for investors
August 11, 2026Reports say Fed Chair Kevin Warsh is considering fewer FOMC meetings. Here’s what that could mean for Fed communication, market volatility and investor portfolios.Read NowInternational stock market performance so far in 2026: Europe, China, India and more
August 11, 2026International stock market performance has diverged in 2026. See how Europe, China, India and Japan are tracking – and why rates, sector concentration and currency moves can change results for U.S. investors.Read NowAI’s next act doesn’t have to choose
August 7, 2026A rare shift is underway as semiconductor and hyperscaler stocks rally together, reflecting a broadening belief in AI’s commercial viability and multiyear growth prospects.Read NowIntroduction to succession planning for business owners
August 7, 2026A successful business transition requires a methodical approach, but many business owners are unprepared for what comes next. Learn the basics of business succession planning.Read NowWill the Fed hike rates in September? A 25-basis-point move is now expected: Why July’s hold has ‘lowered the bar’
August 5, 2026A 0.25-percentage-point hike is now expected at the September Fed meeting as Iran-related supply shocks keep energy costs high and markets question the Fed’s inflation credibility.Read Now