Irina KibizovaIrina KibizovaSenior Client Associate
About Irina
Irina Kibizova is a Senior Client Associate with J.P. Morgan Wealth Management. She focuses on the seamless coordination of day-to-day maintenance activities to support the team's valuable mix of clients. In this forward-facing role, Irina makes herself accessible to handle inquiries and concerns.
Irina started her career ten years ago as the Head of the FX department for a local bank in Russia and gained her client relationship experience while working with private clients at Barclays Bank in Moscow and HSBC and UBS in Washington, DC. Irina earned an M.S. in Finance from The North Caucasian State Technological University (2008). She holds FINRA Series 6, 63, 66, and 7 securities licenses.
Insights
Outlook
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Wealth Planning
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December 2024 jobs report: 256,000 jobs added, a strong finish to the year
January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
Making the transition to retirement
January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
Selling stock under a 10b5-1 plan
January 10, 2025If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read NowMarkets
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January 10, 2025Here’s what to keep in mind when refining your portfolio in 2025.Read NowBusiness
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January 9, 2025With constantly evolving economic, political and technological landscapes, it’s important for business owners to have a plan.Read NowRetirement
Should I convert to a Roth IRA?
January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
Asset protection
January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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