About Jillian

Jillian Kaplove is a Client Associate at J.P. Morgan Wealth Management.

Jillian provides problem-solving and planning support for The Apollo Group's valuable mix of high-net-worth individuals and families. Her focus is on wealth planning, cash flow analysis and performance reporting. She works diligently to deliver an excellent client experience.

A cum laude graduate of the University of Miami, Jillian earned a B.B.A. in Finance and Marketing. She is a CERTIFIED FINANCIAL PLANNER™ professional and brings five years of financial industry experience to her role. Jillian began her career at Morgan Stanley Private Wealth Management as a Registered Client Service Associate. She then moved to First Republic Private Wealth Management, where she acquired skills to address individual client's needs.

Jillian lives in New York City, where she enjoys going to Pilates classes, visiting art museums and spending time with family and friends.

Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc

Insights

Wealth Planning

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