About Connor

Connor Schultz is a Client Associate with J.P. Morgan Wealth Management. He provides operational and administrative support for the team's diverse range of affluent clients. Connor's responsibilities include onboarding procedures, monitoring transactions and ad hoc requests. He works diligently to resolve complex issues and deliver an excellent customer experience. Connor has passed the FINRA SIE and holds Series 7 and 66 securities licenses.

Insights

Family Legacy

How to pass down the family vacation home

June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Markets

Is deal activity on the rise? 3 signs we see now

June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Real Estate

Your guide to buying a home

June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
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