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

Business Planning

Business succession planning: Building an effective team

June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
Markets

The next chapter: Diving deeper into the tariff saga

May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Investing

Where to invest cash to boost its yield

May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
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