About Danielle

Danielle Barrios is a Senior Client Associate with J.P. Morgan Wealth Management. Danielle delivers exceptional service for all stages of the client relationship. She has a passion for helping others and uses her experience and strong interpersonal skills to gain insight into what clients truly need and expect.

With over a decade of experience in private banking and wealth management, Danielle spearheads account opening, account maintenance activities and resolving client inquiries. Before joining J.P. Morgan, she worked for UBS in the Wealth Management office in Beverly Hills and the Private Wealth Management office in Washington, D.C.

Danielle attended Georgetown University, where she earned a B.A. in Liberal Studies. She holds Series 7 and 66 securities licenses.

Insights

Investing

U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?

June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Cybersecurity

Vacation scams? A few simple actions can help protect you

June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Investing

Can today’s market volatility be turned into tax benefits?

June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
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(202) 916-3150danielle.barrios@jpmorgan.com