About Jeri

Jeri Penley is a Client Associate with J.P. Morgan Wealth Management. A 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.



Could inflation finally be peaking?

May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(310) 229-2133jeri.penley@jpmorgan.com