Danielle FeltsDanielle FeltsSenior Client Associate
About Danielle
Danielle Felts is a Senior Client Associate at J.P. Morgan Wealth Management.
Danielle provides reliable support and attentive service to the Alta Group's high-net-worth clientele, helping them reduce the burdens that significant wealth can pose. Empathetic by nature, she enjoys building genuine relationships with clients and their family members, noting their preferences and priorities. Within the team, Danielle holds a number of responsibilities, including new account onboarding, account administration, client inquiry resolution, and money movement. Clients look to Danielle as a steady and reliable presence who can help them gain clarity and organization over their financial affairs. Danielle, in turn, takes tremendous pleasure in helping people. She is gratified to contribute to clients' peace of mind, adding to their ease and convenience in managing their wealth.
Danielle joined J.P. Morgan Wealth Management at the beginning of 2024. Earlier, she was an Associate Manager with an investment-management software firm, where she worked for four years. Her experience also includes more than three years as an Associate Manager in the tech industry. Danielle worked fulltime while completing her undergraduate degree, earning a B.A. in Psychology from California State University Channel Islands. She holds FINRA Series 7 and 66 securities licenses.
Danielle and her fiancé, Sean, enjoy spending time with their much-loved dog, Olive. An avid reader, she also enjoys participating in her book club, as well as traveling and gardening.
Insights
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