Imani Sandoval's net worth is down 15% in 30 days

Imani Sandoval · Mass Affluent · 30-39 · Tampa, FL · Advisor Marcus Oyelaran

Why it fired

From $696,861 to $594,551, a change of -$102,310 across accounts linked for the whole period.

Rule: Net worth down 10% over 30 days or 15% over 90 days, on accounts linked for the whole window.

Net worth

Evidence (9)

Reported balance
Nov 7, 2025 · JPMorgan Chase credit card account
$3,077
Reported balance
Nov 7, 2025 · Edward Jones IRA account
$339,043
Reported balance
Nov 7, 2025 · JPMorgan Chase savings account
$75,983
Transfer to JPMorgan Chase credit card ••5857
Nov 18, 2025 · JPMorgan Chase checking account
−$17,053
Transfer from JPMorgan Chase checking ••4843
Nov 18, 2025 · JPMorgan Chase credit card account
+$17,053
Transfer to JPMorgan Chase checking ••4843
Nov 18, 2025 · JPMorgan Chase savings account
−$14,800
Reported balance
Dec 12, 2025 · JPMorgan Chase credit card account
$47,912
Reported balance
Dec 12, 2025 · Edward Jones IRA account
$318,058
Reported balance
Dec 12, 2025 · JPMorgan Chase savings account
$62,883

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

Make a reassurance call and review the plan

“Imani, I know the last few weeks have been bumpy for your accounts. I wanted to check in, walk through what happened, and make sure the plan still feels right.”

A prompt for a conversation, not financial advice.

Status: Sent to CRM · Payload delivered to the demo CRM preview.

Done. Nothing left to do here.

View profile

401(k) Rollover
Imani Sandoval's Microsoft 401(k) has had no contributions for 90 days
1d agoNew$88K
$88K
Net Worth Spike
Imani Sandoval's net worth is up 21% in 30 days
Sep 4New$127.5K
$127.5K
Large Inflow / Outflow
Imani Sandoval received $117.9K into their JPMorgan Chase checking account
Sep 3Reviewed$117.9K
$117.9K
Life Event
Imani Sandoval's spending points to a wedding: $14.8K on wedding in 60 days
Nov 11Reviewed$14.8K
$14.8K
Wallet Share Change
Imani Sandoval's share of assets with your firm went from 36% to 22%
Mar 28Reviewed$114K
$114K

From $696,861 to $594,551, a change of -$102,310 across accounts linked for the whole period.

Rule: Net worth down 10% over 30 days or 15% over 90 days, on accounts linked for the whole window.

Net worth

Evidence (9)

Reported balance
Nov 7, 2025 · JPMorgan Chase credit card account
$3,077
Reported balance
Nov 7, 2025 · Edward Jones IRA account
$339,043
Reported balance
Nov 7, 2025 · JPMorgan Chase savings account
$75,983
Transfer to JPMorgan Chase credit card ••5857
Nov 18, 2025 · JPMorgan Chase checking account
−$17,053
Transfer from JPMorgan Chase checking ••4843
Nov 18, 2025 · JPMorgan Chase credit card account
+$17,053
Transfer to JPMorgan Chase checking ••4843
Nov 18, 2025 · JPMorgan Chase savings account
−$14,800
Reported balance
Dec 12, 2025 · JPMorgan Chase credit card account
$47,912
Reported balance
Dec 12, 2025 · Edward Jones IRA account
$318,058
Reported balance
Dec 12, 2025 · JPMorgan Chase savings account
$62,883

Every number above comes from the synthetic data that triggered this signal.

Make a reassurance call and review the plan

“Imani, I know the last few weeks have been bumpy for your accounts. I wanted to check in, walk through what happened, and make sure the plan still feels right.”

A prompt for a conversation, not financial advice.

Status: Sent to CRM · Payload delivered to the demo CRM preview.

Done. Nothing left to do here.

From $696,861 to $594,551, a change of -$102,310 across accounts linked for the whole period.

Make a reassurance call and review the plan

More for Imani Sandoval

From $696,861 to $594,551, a change of -$102,310 across accounts linked for the whole period.

Make a reassurance call and review the plan

More for Imani Sandoval