Tricia YuTricia YuClient Associate
About Tricia
Tricia Yu is a Client Associate at J.P. Morgan Wealth Management.
As a member of The Alta Group, Tricia supports advisors and clients with attentive, responsive service. Working closely with the team, she facilitates funds transfers, manages account maintenance, and coordinates new account onboarding to help deliver a smooth client experience.
Tricia joined J.P. Morgan in 2023 after beginning her wealth management career in 2019 at First Republic Securities Company as a Senior Operations Associate. There, she gained experience supporting client onboarding, account maintenance and asset transfers. Tricia earned a B.A. in Economics from the University of California, Davis. She holds the FINRA Series 7 and 66 securities licenses.
Outside of the office, Tricia enjoys gardening, golf and spending time with her family.
Insights
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