About Jess

Jess Lis is a Senior Client Associate with J.P. Morgan Wealth Management.

As a member of the Dolgoff Group, she provides customer service and operational support for high net worth clients and institutional investors. Jess's responsibilities include maintaining account records, executing trades, preparing financial documents, monitoring transactions, and addressing inquiries. She works diligently to deliver an excellent customer experience.

Jess graduated from Bucknell University with a B.A. in Sociology and Economics. She began her career in 2020 at Oracle as a Business Development Consultant. Jess then moved to Oppenheimer & Co Inc., where she further fostered skills in relationship management. She joined J.P. Morgan in 2023 drawn to the firm's stellar reputation and executional platforms.

She holds FINRA Series 7 and 66 securities licenses.

Originally from New Jersey, Jess now lives in the North End of Boston. Outside of work, she enjoys exercising, baking, and working with her high school mentee.

Insights

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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