Jessie Foster

Jessie Foster

Advanced Planner, J.P. Morgan Private Wealth Advisors LLC
Boston

Jessie Foster

Advanced Planner, J.P. Morgan Private Wealth Advisors LLC
Boston
  • Wealth Management Experience Since 2001
    Jessie Foster is a Managing Director and Advanced Planner with J.P. Morgan Wealth Management. Ms. Foster joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. Ms. Foster works with Executives, Founders, Family Business Owners and high net worth individuals and their families to provide comprehensive financial planning services. She has extensive experience providing planning advice that encompasses income, estate, gift and trust tax planning, advanced wealth transfer and philanthropic giving techniques, executive compensation, concentrated stock positions, private equity interests and qualified small business stock planning. Prior to joining First Republic in 2017, Ms. Foster was with the Colman Knight Advisory Group and Sagemark Consulting/Lincoln Financial Advisors.
  • Professional Designation
    Ms. Foster is a CERTIFIED FINANCIAL PLANNER™ certificant, Certified Divorce Financial Analyst®, (CDFA®) and an Accredited Estate Planner®, (AEP®). She earned her Masters of Business Administration from Simmons College and a Certificate of Financial Planning from Boston University. She is a trained Mediator and is a member of the Boston Estate Planning Council, National Association of Estate Planners & Councils and the Financial Planning Association.
  • Education
    She earned her Masters of Business Administration from Simmons College and a Certificate of Financial Planning from Boston University. She is a trained Mediator and is a member of the Boston Estate Planning Council, National Association of Estate Planners & Councils and the Financial Planning Association.
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