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

Markets and Economy

3 reasons we now favor the health care sector

December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
Wealth Planning

6 strategies to consider before year-end

December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Business Planning

Incentive stock options and the AMT

December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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