Jennifer ShinJennifer ShinVice PresidentClient Associate
About Jennifer
Jennifer Shin is a Vice President and Client Associate with J.P. Morgan Wealth Management.
As a member of Kasandra Schindler's team, she provides administrative support for high-net-worth individuals and families, small business owners and entrepreneurs. Jennifer's responsibilities include onboarding, addressing inquiries, executing trades and transfers, and coordinating many operational aspects of the team. She has a reputation for managing day-to-day activities in a steady and experienced manner.
Jennifer graduated from the University of California, Berkeley, earning a B.A. in Japanese. With more than 15 years of experience in financial services, she began her career in 2008 at BW & Associates, Inc. as a Client Service Associate. Jennifer then moved to J.P. Morgan, where she acquired skills to carefully address individual clients' needs.
Active in her community, Jennifer loves to volunteer and spend her free time serving the underprivileged at a food pantry in Anaheim. She also provides respite care to families raising children with special needs through a program called rEcess, builds homes for the homeless in Mexico through Homes of Hope, and helps refugee families resettle in the US through Welcome Corps.
Insights
End-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read Now
Investing in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read Now
In the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read Now
Caring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now
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November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read Now
How to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read Now
Planning with family entities
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Leaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read Now
Planning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read NowEnd-of-year planning for business owners
November 17, 2025Proactive year-end planning can help business owners reduce their tax bill, maximize deductions and set their businesses up for a profitable new year.Read NowInvesting in 2026: J.P. Morgan Wealth Management’s top themes to watch
November 17, 2025Three powerful, interconnected forces are defining a new market frontier: artificial intelligence, fragmentation and inflation. Collectively they present the challenge of knowing how to best invest in this evolving landscape. Explore these key themes and feel empowered to invest in the new year with the help of our Global Investment Strategy team.Read NowIn the rear view: How did our 2025 themes pan out?
November 14, 2025Ahead of our 2026 Outlook release, we evaluate our mid-year takes.Read NowCaring for aging relatives
November 13, 2025As your parents, in-laws and other close family and friends grow older, you may need to be more involved in their care.Read Now5 year-end tax planning actions to take before 2026
November 13, 2025Now is the time to assess your 2025 tax situation. Start by asking your professional advisors for help identifying the tax-planning actions best suited to your circumstances.Read NowHow to title your assets
November 13, 2025Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowPlanning with family entities
November 13, 2025A family LLC or partnership could be the core of an estate plan, especially for complicated and valuable assets.Read NowLeaving your job
November 12, 2025Whether you’re retiring, finding a new job or taking time off, consider the following to help make the transition easier.Read NowPlanning for your child becoming an adult
November 12, 2025As your child crosses the threshold to adulthood, there are steps you and your child can plan to take to make the transition smoother.Read Now