Jessica RiedmannJessica RiedmannSenior Client Associate
About Jessica
Jessica Riedmann is a Senior Client Associate with J.P. Morgan Wealth Management. As the senior member of Barney Cohen's team, Jessica is responsible for managing all operational aspects for the team 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. Jessica directly assists in client requests related to trading, restricted stock, donor-advised funds and charitable giving, and money movements. She also maintains important communications 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 J.P. Morgan predecessor firm Bear Stearns & Co. in 2006. She is Series 7 and 66 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
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