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
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