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Heather Beamer
Executive Director, U.S. Portfolio Insights Team at JP Morgan Asset Management


Heather Beamer, executive director, is part of the U.S. Portfolio Insights team for J.P. Morgan Funds Management. In her role, Heather is responsible for partnering with the Independent Broker-Dealer channel by running customized analysis for financial advisors to help them gain a better understanding of their portfolio construction process. An employee since 2010, she previously worked as a financial advisor at Edward Jones Investments. Heather earned a B.A. in Finance from Michigan State University. She holds Series 7 and 63 licenses.

Agenda Sessions

  • Breakfast Workshop: Do You Know What Drives Returns in Your Portfolio