Jasmine AgreloJasmine AgreloClient Associate
About Jasmine
Jasmine Agrelo is a Client Associate with J.P. Morgan Wealth Management. As a member of the Salomon Mikell Group, she provides operational and account maintenance support for high-net-worth individuals. Jasmine's responsibilities include onboarding procedures, preparing financial reports, addressing inquiries, executing trades and wire transfers.
Jasmine Agrelo has 10 years of experience in financial services, she began her career in 2009 with Chase Bank as a Personal Banker and then moved to Chase Wealth Management, J.P. Morgan Private Bank and Merrill Lynch as an Investment Professional, where she developed skills to carefully address individual client needs. Jasmine joined J.P. Morgan in 2018 and is vital to the success of her group. She holds FINRA Series 6, 7, 63, and 66 licenses.
Jasmine is active in her community by volunteering with J.P Morgan Good Works. She lives in the Western Suburbs of Chicago, in her free time she enjoys spending time with her family and friends.
Insights
Outlook
Eye on the market: Cicadian rhythms
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Wealth Planning
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Outlook
Geopolitical unrest: Assessing market implications
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Real Estate
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Retirement
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Outlook
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read NowOutlook
Eye on the market: Cicadian rhythms
April 24, 2024The latest Eye on the Market relates the co-emergence of two batches of cicadas to the rare event of markets pricing in a U.S. disinflationary boom earlier this year.Read NowInvesting
Four reasons to consider private credit despite the headlines
April 23, 2024Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.Read NowInvesting
4 key actions to consider for your portfolio for what’s to come this year
April 22, 2024A falling rate environment may present an opportune moment to consider moving away from cash.Read NowWealth Planning
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowOutlook
Geopolitical unrest: Assessing market implications
April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read NowEconomy
Is it a golden era for gold?
April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read NowReal Estate
What you need to know before buying a luxury home
April 18, 2024It’s no bubble. Luxury home prices are rising for good reasons – and you can still find good value.Read NowRetirement
3 ways to stay active while in retirement
April 16, 2024Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowOutlook
Quick Shot: Geopolitical unrest: Assessing market implications
April 16, 2024As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?Read Now
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