Fareena CortezFareena CortezSenior Client Associate
About Fareena
Fareena Cortez is a Senior Client Associate at J.P. Morgan Wealth Management.
As an important member of the team, Fareena provides operational and problem-solving support for institutions and high-net-worth individuals and families. Her responsibilities include executing trades, preparing financial documents and fund transfers. She has a reputation for managing day-to-day activities in a steady and experienced manner.
Fareena earned an M.B.A. from Southern New Hampshire University and a B.S. in Finance from The University of Maryland Global Campus. With three years of experience in financial services, she began her career in 2021 at Chevy Chase Trust as a Trust Officer. Fareena joined J.P. Morgan in 2022. She passed the FINRA SIE and holds Series 7 and 66 securities licenses.
Fareena lives in Silver Spring, Maryland, with her husband. Outside of work, she enjoys vacationing in tropical islands and spending time with her Siberian Husky and Golden Retriever. She is also a big foodie and enjoys trying new restaurants around the DC, Maryland and Virginia region.
Insights
Markets
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May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowMarkets
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May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowFamily Legacy
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May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
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May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowOutlook
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowFamily Legacy
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May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowFamily Legacy
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