Nicole BodensiekNicole BodensiekInvestment Associate
About Nicole
Nicole Bodensiek is an Investment Associate with J.P. Morgan Wealth Management.
As a member of the LK Group, she provides operational and administrative support for high-net-worth clients and private business owners. Nicole's responsibilities include onboarding procedures, wire transfers, journal entries, fund transfers, addressing inquiries and coordinating the operational aspects of the team. She works diligently to deliver an excellent customer experience.
Nicole graduated from Siena College with a B.A. in Spanish and International Business. With over 25 years of experience in financial services, she began her career in 1997 at Merrill Lynch as a Client Associate for Investment Banking, moving on to working with her management team on compliance and landing as a Client Associate for several Wealth management Advisors/Teams. Nicole then joined J.P. Morgan in 2018 and is an important member of the team.
She holds FINRA Series 7 and 63 securities licenses.
Nicole lives in Valley Cottage, New York with her two children, Chase and Emma. Outside of work she enjoys spending time with her family watching their travel baseball games, gymnastics meets and lacrosse games.
Insights
Markets
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May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
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How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read NowOutlook
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read NowWealth Planning
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowFamily Legacy
Financial considerations for multigenerational households
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May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowOutlook
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May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowCybersecurity
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May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read NowRetirement
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