Jill CzaplinskiJill CzaplinskiClient Associate
About Jill
Jillian Czaplinski is a Client Associate with J.P. Morgan Wealth Management.
As a member of The Firstman, Horncastle, Cram, Worley Group, Jill provides value-added operational and executional support to address the sophisticated needs of the team's high-net-worth clients. Her responsibilities include money movement, transaction monitoring, customer inquiries, and customized ad hoc requests.
Jill recognizes the need to be highly responsive—and innovative—amid the fast-paced environment of wealth management. She is known for delivering in a timely manner, weighing options, and escalating issues as quickly as possible. She strives to view concepts from each client's perspective, explaining complex ideas in understandable terms.
Jill earned a B.S. in Accounting from Oglethorpe University, where she was the captain of the University's Division III lacrosse team. She has maintained a strong connection to the school and coached the team for a year upon graduation. Jill began her professional career as an Accounting Analyst on the other side of the balance sheet. She joined J.P. Morgan in 2021 and holds FINRA Series 7 and 66 securities licenses.
Though originally from New York, Jill has resided in Atlanta for over five years. She enjoys exploring the city with her dog, Jax.
Insights
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Should I convert to a Roth IRA?
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January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowHow to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
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