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

Outlook

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Investing

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May 22, 2024Open communication about family wealth and values can help stave off a sense of entitlement in children – and encourage them to forge their own path.Read Now
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