About Kevin

Kevin Yee is a Client Associate with J.P. Morgan Wealth Management.

Kevin provides customer service and operational support for high-net-worth individuals, families and sophisticated clients. His responsibilities include processing monetary transfers and preparing financial documents. He employs strong communication and organizational skills to deliver an exceptional client experience.

Kevin graduated from the University of Oregon with a B.S. in Finance. With almost three years of experience in wealth management, he began his career in 2022 at First Republic Bank as a Preferred Banker Associate. Kevin then moved to J.P. Morgan, where he gained valuable relationship management experience and refined his professional skills.

An avid sports fan, Kevin rarely misses Oregon Ducks, Indianapolis Colts and Golden State Warriors games. He travels several times throughout the season, particularly to watch his Ducks play in person. Kevin lives in San Jose and, in his free time, enjoys being with friends and family. He has a passion for fitness and snowboarding.

Insights

Markets and Economy

After the rate cut: Investing beyond U.S. markets

September 19, 2025This rate cut – during a slowdown, not a slump – may support global risk assets. Here are the regions we’re focusing on.Read Now
Markets and Economy

September 2025 Fed meeting: Interest rates slashed by 25 basis points, signaling policy shift

September 18, 2025After much anticipation, the Federal Reserve cut rates by 25 basis points in September, marking a policy shift. What could this mean for economic policy going forward?Read Now
Family Legacy

Are you maximizing your charitable giving?

September 18, 2025If you are planning on donating to charity this year, be sure to consider these best practices and helpful tips to help you maximize your impact.Read Now
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