Jessica RiedmannJessica RiedmannVice President, Business Management Specialist
About Jessica
Jessica Riedmann is a Vice President and Business Management Specialist at J.P. Morgan Wealth Management.
As an integral member of Barney Cohen's team, Jessica is responsible for managing all operational aspects as well as conducting due diligence, executing trades, rebalancing portfolios and client reporting.
With a focus on delivering family-office style services, Jessica is involved with each client, providing personalized attention and responsiveness for their day-to-day needs. She directly assists in client requests related to trading, restricted stock, donor advised funds, charitable giving and money movements. She also maintains important communication and relationships with each client's CPA and collaborates with trusted professionals to simplify clients' complex financial requirements.
Jessica received her B.A. from Seattle Pacific University and has worked in the financial services industry since 2004, joining a J.P. Morgan predecessor firm in 2006. She is FINRA Series 7 and 66 securities licensed.
A native of Seattle, Jessica lives with her husband in the Queen Anne neighborhood, where they enjoy various outdoor activities as well as the local, thriving arts scene. She is also an enthusiastic, long-time volunteer with the Seattle Animal Shelter.
Insights
How AI can boost productivity and jump start growth
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Eye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read Now
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Insight 6: Active cross-generational stakeholder alliance
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June 2024 CPI report: Inflation moderates, inching us closer to a rate cut
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July 25, 2024Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.Read NowEye on the Market: The lion in winter
July 23, 2024In the latest Eye on the Market: The Lion in Winter, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, reflects on the current state of small-cap stocks as well as the recent CrowdStrike outage.Read NowInsight 7: Develop a capable and committed rising generation
July 23, 2024Members 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 NowInsight 6: Active cross-generational stakeholder alliance
July 23, 2024As 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 NowThree big surprises that could drive markets in the second half
July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read NowQuick shot: President Biden bows out of the election – now what?
July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read NowWhat’s driving the rotation into small-cap stocks?
July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read NowInsight 5: Continually evolve and renew the ownership portfolio
July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now