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.

Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
Outlook

Ready to thrive in 2025

December 17, 2024In her end of year note, CEO of J.P. Morgan Wealth Management Kristin Lemkau reflects on markets in 2024 and looks forward to what might unfold in 2025.Read Now
Wealth Planning

6 practices to help you navigate family dynamics during the holidays

December 16, 2024Cultivate deeper family connections with these six key strategies.Read Now