Rachel KellyRachel KellySenior Client Associate
About Rachel
Rachel Kelly is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of Jake Lamarine's team, Rachel provides operational and implementation support for business owners, successful professionals, executives and foundations. Her responsibilities include coordinating the operational aspects of the team, managing onboarding procedures, overseeing cash management and handling funds transfers. She serves as a dedicated resource for all client concerns and acts as a liaison to other departments within the firm.
With eight years of experience in financial services, Rachel began her career in 2017 at Chase as a Teller. Upon graduating with her B.A., she moved to her next role as a Private Client Investment Associate at Chase Wealth Management, where she gained valuable relationship management experience. She joined J.P. Morgan Advisors in January 2024 and strives to provide a boutique wealth management experience within the networks of J.P. Morgan.
Rachel graduated from the University of Wisconsin– Madison with a B.A. in Economics and Spanish. She holds an M.S. in Finance from the University of Arizona.
As an active member of the community, Rachel volunteers at PAWS Chicago, an animal rescue and adoption center. She also joined the 2025 charity team and is running a marathon for Strides for Peace, a nonprofit organization seeking to end gun violence in Chicago. In her free time, Rachel enjoys traveling, skiing, cheering on her Wisconsin sports teams and spending time with family.
