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

Economy

Is it a golden era for gold?

April 19, 2024Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.Read Now
Wealth Planning

Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments

April 19, 2024There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
Outlook

Geopolitical unrest: Assessing market implications

April 19, 2024Some investors worry Middle East tensions could impact inflation, making it tricky for central banks. Top Market Takeaways digs into what we’re watching and what it could mean for investors.Read Now
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