Jonathan TenagliaJonathan TenagliaSenior Client Associate
About Jonathan
Jonathan Tenaglia is a senior client associate with J.P. Morgan Wealth Management. As a member of the Powers Group, he provides operational and account maintenance support for high-net-worth individuals (and their families), sophisticated clients and professional athletes, entertainers, etc. Jonathan's responsibilities include onboarding procedures, preparing financial reports, maintaining account records and overall relationship management functions. He has a reputation for managing day-to-day activities in a steady and experienced manner.
Jonathan graduated from New York Institute of Technology with a B.S degree in Finance. With two years of experience in financial services, he began his career in 2018 at JPMorgan Chase as a Relationship Banker, where he sharpened his professional skills to carefully address individual client's needs. Jonathan joined J.P. Morgan in 2020 and is vital to the success of his group. He holds FINRA Series 6 and 63 licenses.
Passionate about sports, Jonathan was a former Division I and Division II baseball player at NYIT. He is actively giving back to the sport by coaching and teaching youth players. Born and raised on Long Island, NY, he enjoys traveling with friends and family.
Insights
Does it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read Now
March 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read Now
What is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read Now
March 2024 jobs report: 303,000 jobs added, marking an acceleration
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Nonprofit, not-for-profit and for-profit charities: What’s the difference?
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Eye on the market: The good, the bad and the ugly: On tech valuations, AI, energy and U.S. politics
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March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read NowDoes it matter if the Fed cuts?
April 12, 2024If growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.Read NowMarch 2024 CPI report: Slightly increased inflation may not sit well with the Fed
April 11, 2024The March 2024 CPI report will not sit well with the Fed as inflation is slightly up. Learn more here.Read NowWhat is the wash sale rule?
April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowMarch 2024 jobs report: 303,000 jobs added, marking an acceleration
April 8, 2024The U.S. economy added 303,000 jobs in March, signaling a still strong labor market.Read NowNonprofit, not-for-profit and for-profit charities: What’s the difference?
April 8, 2024Before you donate, know the difference between a non-profit, not-for-profit and for-profit charity. Learn more here.Read NowZooming out to see the 3 largest trends of Q1
April 5, 2024Inflation, growth and the markets – here’s what you should know now.Read NowEye on the market: The good, the bad and the ugly: On tech valuations, AI, energy and U.S. politics
April 2, 2024The latest Eye on The Market discusses the good, the bad and the ugly with tech valuations, AI, energy and U.S. politics.Read NowBubble or bliss? Why we think stocks could grind higher.
March 28, 2024The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.Read NowTransgender adults can face estate planning hurdles. Here are some ways to help navigate these challenges
March 25, 2024Transgender adults can face unique challenges in regard to financial and estate planning, but there are steps you can take to make it easier. Here’s what you can do about it.Read Now