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
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
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For you, is it a "great resignation" or just a "great reset"?
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now