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Kelli PutnamKelli PutnamClient Associate
About Kelli
Kelli Putnam is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of FGF Partners, Kelli works closely with clients, addressing their administrative and operational needs and following through on their inquiries with attentiveness and precision. Within the team, she holds a number of responsibilities, including new-account onboarding, money movement, account maintenance and client communications.
Clients look to Kelli as a friendly, positive presence in their lives who is eager to make their financial affairs simpler and easier. By relieving clients from the burden of administrative tasks, Kelli restores precious free time to their schedules, allowing them to focus on their personal and professional pursuits. Kelli also provides operational support to the team's advisors, allowing them to focus their energies on their client relationships. Known for her reliability and organization, Kelli is proud to contribute to the team's high-performing culture.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Kelli was a Client Service Associate with First Republic Private Wealth Management. Earlier, she served as a Client Experience Associate with First Republic Bank, a role she held from 2015 through 2022. Kelli earned her B.B.A. from California State University, Fullerton. She holds FINRA Series 7 and 66 securities licenses.
Outside the office, Kelli likes to stay fit by going to the gym and hiking. She also enjoys spending time with her friends, shopping, trying new restaurants and cooking.
Insights
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A tale of two markets: Divergence amid the post–Labor Day sell-off
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Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now![](http://dynl.mktgcdn.com/p/mQbrAIRc3Vy-XVQhlPnO2KAw_veL1q9Q9o4NzgocV_0/1440x810.jpg)
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now![](http://dynl.mktgcdn.com/p/sTo-JwUa0Bg9XvjFFJByivncYQdhsSxd2KqW1pyd5ms/1440x810.jpg)
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September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read Now![](http://dynl.mktgcdn.com/p/uTKYmXXruUpwMEhlu_26KY2NkmUfV8BhpHB8FNcjqNE/1440x810.jpg)
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now![](http://dynl.mktgcdn.com/p/KliVEQLV4CYvTXZk7hw2i5Wd0SVAHi-rBe0Eo54SCNk/1440x810.jpg)
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August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now![](http://dynl.mktgcdn.com/p/S_bBeVS72NzJdpFPVtgqQOfA_CaESQGcy5LdgfMaoC4/1440x810.jpg)
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now![](http://dynl.mktgcdn.com/p/mDTbXbEIfW_0kwf-xbvFlywBqdA1lIIyQXZWfOvGQ9Q/1440x810.jpg)
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August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now![](http://dynl.mktgcdn.com/p/vFGi72EXbnQr5yYPCDUnqdJu1N2sw8sgBsOI865qcHk/1440x810.jpg)
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now![](http://dynl.mktgcdn.com/p/l6QhxuV4YnT2L9Df1WtuI3F8-wqEMArG4gy6laS4Y_w/1440x810.jpg)
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September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now![](http://dynl.mktgcdn.com/p/cVUd6--VIRK1ceLbmSc_iJ_-WIqrIAl-FRYmx0bk6JU/1440x810.jpg)
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September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now![](http://dynl.mktgcdn.com/p/mQbrAIRc3Vy-XVQhlPnO2KAw_veL1q9Q9o4NzgocV_0/1440x810.jpg)
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now![](http://dynl.mktgcdn.com/p/sTo-JwUa0Bg9XvjFFJByivncYQdhsSxd2KqW1pyd5ms/1440x810.jpg)
Managing cash: Make sure your assets are well protected
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Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now![](http://dynl.mktgcdn.com/p/KliVEQLV4CYvTXZk7hw2i5Wd0SVAHi-rBe0Eo54SCNk/1440x810.jpg)
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Insight 8: Work together to build a better world
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