About Erika

Erika Jenkins is a Client Associate at J.P. Morgan Wealth Management.

Thorough client services are the driving force of our team, and Erika demonstrates this commitment of our personalized support. As a Client Associate, she attends to every nuanced need of our clientele's sophisticated wealth management priorities. Her skillsets across client onboarding duties, fund transfers, IRA distributions and more bolsters our families and institutional investors alike, as she proactively serves each client. Quick to forge long-lasting relationships, Erika works alongside many families and individuals who rely on her services daily to address their inquiries. She appreciates giving clients a strong foundation for their wealth journey by supporting them with both diligent administration and close personal ties.

Erika began her wealth management career when she became a valued member of The Reinstein Nelson Team in 2020. She further joined J.P. Morgan Wealth Management in 2023 after serving as a Client Associate at First Republic and Merrill Lynch Wealth Management. She first found her passion for financial services after earning a B.A. in Public Relations from Monmouth University and cultivating a talent for working alongside people with complex needs. Her work within the financial industry allows her to collaborate with a vast network of people and aim to give clients the highest level of service.

A resident of Brewster, NY, Erika enjoys watching classic movies on TCM in her free time. She's also an avid reader and especially likes murder mysteries.

Insights

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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