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
Investing in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read Now
August inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read Now
Retirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
The duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read Now
Protecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
August jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read Now
Managing cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read Now
Mind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
The rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read NowInvesting in equities? 3 key questions to consider
September 12, 2025We consider valuations, concentration and capital expenditure investing before putting money to work in equities.Read NowAugust inflation ticks up slightly: Is the Federal Reserve still on track for a rate cut?
September 12, 2025Consumer prices rose 0.4% in August, bringing annual inflation to 2.9% as the Federal Reserve weighs interest rate cuts.Read NowRetirement and estate planning for unmarried couples
September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read NowThe duties of a trustee
September 9, 2025There are several important factors that should go into the decision of who to elect as a trustee. Learn what to consider to ensure the assets you leave behind are well cared for.Read NowProtecting estate plans from hostile family members may be advisable
September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read NowAugust jobs report shows stalling labor market; rate cut could be on the way
September 8, 2025August's jobs report showed signs of the labor market stalling, which could trigger a Federal Reserve rate cut in September.Read NowManaging cash: Making sure your assets are well protected
September 8, 2025Choosing where and how to hold your cash reserves is as important as any investment decision.Read NowMind your business: How to keep your company cyber secure
September 8, 2025Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowThe rate-cutting playbook: Fixed income in focus
September 5, 2025The Federal Reserve looks set to cut rates this month. Here’s where we see opportunity.Read Now