Jeri PenleyJeri PenleyClient Associate
About Jeri
Jeri Penley is a Client Associate with J.P. Morgan Wealth Management.
As member of The Desser Group, she provides operational support to the team's financial advisors. In this vital role, Jeri processes new accounts and updates existing information. She is responsible for wire transfers and journal entries and is highly involved in serving clients and resolving issues.
With more than 40 years' experience in financial services, Jeri began her career in the brokerage industry in 1980, when she interned with Morgan Olmstead during summer vacations while in college. She was at Crowell, Weedon & Co. before joining J.P. Morgan 12 years ago.
Jeri is married and has two children, Jared and Jessica. In her free time, she enjoys serving in her church, the House of Prayers & Outreach Ministries.
Insights
Retirement
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March 2024 CPI report: Slightly increased inflation may not sit well with the Fed
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April 11, 2024The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowOutlook
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