Kelli PutnamKelli PutnamSenior Client Associate
About Kelli
Kelli Putnam is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of FGF Partners, Kelli works closely with clients, addressing their administrative and operational needs and following through on their inquiries with attentiveness and precision. Within the team, she holds a number of responsibilities, including new-account onboarding, money movement, account maintenance and client communications.
Clients look to Kelli as a friendly, positive presence in their lives who is eager to make their financial affairs simpler and easier. By relieving clients from the burden of administrative tasks, Kelli restores precious free time to their schedules, allowing them to focus on their personal and professional pursuits. Kelli also provides operational support to the team's advisors, allowing them to focus their energies on their client relationships. Known for her reliability and organization, Kelli is proud to contribute to the team's high-performing culture.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Kelli was a Client Service Associate with First Republic Private Wealth Management. Earlier, she served as a Client Experience Associate with First Republic Bank, a role she held from 2015 through 2022. Kelli earned her B.B.A. from California State University, Fullerton. She holds FINRA Series 7 and 66 securities licenses.
Outside the office, Kelli likes to stay fit by going to the gym and hiking. She also enjoys spending time with her friends, shopping, trying new restaurants and cooking.
Insights
Are we seeing irrational exuberance in the market? We don’t think so
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Insight 7: Develop a capable and committed rising generation
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July Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read Now
Differentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead Now
July 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read Now
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
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July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowAre we seeing irrational exuberance in the market? We don’t think so
August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read NowInsight 7: Develop a capable and committed rising generation
August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read NowJuly Jobs report highlights US job growth has slowed significantly; markets react negatively
August 4, 2025Job growth slowed in July with only 73,000 new jobs added and earlier months revised sharply lower, showing the labor market has weakened.Read NowDifferentiating large from small: Firm size and exposure to trade tensions
August 1, 2025With tariffs likely to settle at elevated rates, we explore how company size may shape the impactRead NowJuly 2025 Fed meeting: Rates hold steady once again, potentially setting up fall intrigue
July 31, 2025The Federal Reserve held rates steady once again in July, but the decision wasn’t unanimous. What could that mean for economic policy going forward?Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now