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
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