About Kevin

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

As a member of Coastline Partners, 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

Defying the tariff drag: 3 reasons markets are moving forward

July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Retirement

Capitalizing on the tax-deferral advantage of a variable annuity

July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
Investing

How to use life insurance as a financial asset

July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
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