Jacqueline HettesheimerJacqueline HettesheimerSenior Client Associate
About Jacqueline
Jacqueline Hettesheimer is a Senior Client Associate at J.P. Morgan Wealth Management.
Jacqueline provides administrative, operational and customer service support for the team's high-net-worth individuals. Her responsibilities include onboarding procedures, fund transfers and ad hoc requests. She works diligently to deliver an excellent client experience.
Leveraging more than 10 years of financial services experience, Jacqueline began her career in 2014 at J.P. Morgan as an Analyst in Account Services. She then moved within the firm to a Client Onboarding Group and a Transitions Team. After spending one year at Raymond James as a Senior Client Associate, she rejoined the Transitions Team at J.P. Morgan. She is a valued member of The Washingtonian Group where she has built a reputation for attention to detail.
Jacqueline graduated from Pace University with a B.A. in Business Management.
Active in her community, Jacqueline volunteers at the Exceptional Individuals Program, which provides recreational activities and cooking classes for individuals with special needs. In her free time, she also enjoys working out, playing scrabble and spending time with family and friends.
Insights
Markets 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 Now
Family Legacy
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Wealth Planning
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Family Legacy
A historical look at the giving season
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Markets and Economy
Kevin Warsh says there's still 'work to do' to fight inflation. Will the Fed hike rates at the September meeting?
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Business Planning
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Family Legacy
Using donor-advised funds to create college scholarships
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Markets and Economy
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read Now
Wealth Planning
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.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
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 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
A historical look at the giving season
September 9, 2026The end of the year, also called giving season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.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 NowBusiness Planning
Business succession planning: Valuing your business
September 8, 2026Understand the basics of business valuation and how it can help you make better-informed decisions as your company grows and you get closer to succession.Read NowFamily Legacy
Using donor-advised funds to create college scholarships
September 8, 2026A donor-advised fund can help you support students’ education in a way that reflects your values and honors your legacy.Read NowMarkets and Economy
Toto, I don’t think it’s the Fed anymore
September 3, 2026Bond yields are rising, but not for the reasons many expect. Energy markets and term premiums are connected in a way they haven’t been before.Read NowWealth Planning
New York estate tax planning considerations
September 2, 2026When creating an estate plan, you and your tax and legal advisors should consider state laws as well as federal rules. Here are key items for people with New York State ties.Read Now
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