Jeri PenleyJeri PenleyClient Associate
About Jeri
Jeri Penley is a Client Associate with J.P. Morgan Wealth Management.
As member of The Desser Group, she provides operational support to the team's financial advisors. In this vital role, Jeri processes new accounts and updates existing information. She is responsible for wire transfers and journal entries and is highly involved in serving clients and resolving issues.
With more than 40 years' experience in financial services, Jeri began her career in the brokerage industry in 1980, when she interned with Morgan Olmstead during summer vacations while in college. She was at Crowell, Weedon & Co. before joining J.P. Morgan 12 years ago.
Jeri is married and has two children, Jared and Jessica. In her free time, she enjoys serving in her church, the House of Prayers & Outreach Ministries.
Insights
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October 28, 2024With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.Read NowMarkets
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October 25, 2024We step back from the “short-termism” of modern finance to review the bigger picture.Read NowCybersecurity
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October 23, 2024With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowMarkets
T-minus 75 'til 2025: What every investor should know
October 18, 2024Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.Read NowInvesting
The agony & the ecstasy
October 18, 2024The risks and rewards of a concentrated stock position.Read NowOutlook
Eye on the Market: The Thucydides cap on the China equity rebound trade
October 17, 2024In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, explains what China’s equity rebounds might mean for participants’ returns.Read NowRetirement
The SECURE Act 2.0: Saving for retirement could be easier
October 16, 2024The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read NowWealth Planning
A historical look at Giving Season
October 15, 2024The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowWealth Planning
Planning finances for a blended family
October 15, 2024The term “blended family” can have different meanings for different people. However, planning can go a long way.Read Now
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