Jessie HsiehJessie HsiehSenior Client Associate
About Jessie
Jessie Hsieh is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Resnick Group, she provides administrative and operational support for highnet-worth individuals and families, institutional investors, and entrepreneurs. Jessie's responsibilities include coordinating the operational aspects of the team, onboarding procedures, addressing inquiries, and monitoring transactions. She serves as a dedicated resource for all client concerns.
Jessie graduated from the Kelley School of Business at Indiana University with a B.S. in Business. With years of experience in financial services, she began her career in 2018 at Charles Schwab as a Financial Consultant Academy trainee. Jessie then moved to First Republic Private Wealth and Heritage Wealth Advisors where she gained valuable relationship management experience. She joined J.P. Morgan in 2023 and is vital to the success of her group.
She holds FINRA Series 7 and 66 securities licenses.
Jessie lives in downtown Chicago with her dog, Versace. She enjoys staying active with different exercises and team sports, as well as attending music festivals and shows all around the country. Jessie is also passionate about food and loves to discover new restaurants around the city or wherever she vacations.
Insights
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May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read NowWhat’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read NowWhat’s on the horizon for the proposed House reconciliation bill?
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May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowFamily wealth services: Building in a more holistic approach to wealth management
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May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowApril 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
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