About Jennifer

Jennifer Lee is a Senior Client Associate at J.P. Morgan Wealth Management.

As a member of The McNamee White Group, Jennifer focuses on managing client relationships, servicing accounts and trading. Clients appreciate the precision and dedication to excellence she brings to her work.

Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Jennifer was an Associate Director and Senior Client Service Associate at First Republic Private Wealth Management. Earlier, she served as a Registered Private Wealth Associate at Merrill Lynch Private Wealth Management, where she spent 10 years. Jennifer has worked in financial services since 2011.

A graduate of UCLA, Jennifer earned her B.A. in English. She holds FINRA Series 7 and 66 securities licenses.


Higher rates, lower logic

June 18, 2024In the heat of the moment, when the pressure is on, and you don’t have – or take – the time to reflect, you revert to our instinctive, fight-or-flight, highly-biased thinking fast. What does that mean in a rapidly changing environment?Read Now
Wealth Planning

Here’s why you still don’t have a will – or haven’t kept the one you do have up to date

June 18, 2024The reasons most people put off signing a will are complex and personal. But after you read this, you could be ready.Read Now

Business succession planning: Building an effective team

June 18, 2024The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now