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

Wealth Planning

Retirement and estate planning for unmarried couples

September 10, 2025Unmarried couples may find that they have some extra hoops to jump through in their financial lives. Learn about these challenges and some steps you can take to overcome them.Read Now
Wealth Planning

Protecting estate plans from hostile family members may be advisable

September 9, 2025LGBTQ+ persons may need to take additional precaution with their estate planning documents to ensure their wishes are honored.Read Now
Wealth Planning

The duties of a trustee

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