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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November 21, 2024A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowThe impact of holding a concentrated stock position
November 21, 2024Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowCustodial accounts
November 21, 2024When saving money for children, be careful to steer clear of unintended outcomes.Read NowA loving gift: The ethical will
November 19, 2024While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWhat will you do if you suddenly become rich?
November 19, 2024Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWe need to talk: Communicating your estate plan with your family
November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowOutlook 2025: Building on Strength | Key Takeaways
November 18, 2024Easing global monetary policy and increasing capital investment have the potential to drive growth in 2025. Read more here.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
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