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
Wealth Planning
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Wealth Planning
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Family Legacy
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Wealth Planning
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Markets and Economy
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Step-up in cost basis: What this tax rule means for inherited assets when someone dies
September 15, 2026Learn how a step-up in cost basis works, which assets qualify and how this tax rule can impact inherited property and your financial plan.Read NowWealth Planning
Liquidity is a step Great Wealth Transfer plans can miss
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Social engineering scams: Protect your wealth from deceptive cyber tactics
September 11, 2026Social engineering scams are a powerful tool used by cybercriminals to manipulate people into revealing sensitive information. Learn to spot phishing, smishing, vishing and deepfakes.Read NowMarkets and Economy
$100 oil isn’t as scary as it used to be
September 11, 2026Higher oil prices are back in focus, but consumers and investors appear better positioned to absorb the shock.Read NowFamily Legacy
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September 10, 2026There are many factors to consider in end-of-life planning. Starting early, regardless of health status, can help ensure your family’s security.Read NowWealth Planning
Aligning your strategy with your goals: The value of wealth planning
September 10, 2026There are many components to a strong wealth plan. Being intentional about building a holistic wealth strategy will help ensure alignment with your short- and long-term goals.Read NowFamily Legacy
5 generational shifts reshaping family wealth planning today
September 10, 2026From supporting adult children to hiring health concierges, broad societal changes are changing how some families think about wealth management. Here’s how to adapt to today’s shifting landscape.Read NowMarkets and Economy
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
September 9, 2026The next Fed meeting on September 15–16 comes with a big question: Hike or hold rates? The decision ultimately hinges on inflation and the labor market.Read Now
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