About Lili
Lili Jeffers is a Client Associate at J.P. Morgan Wealth Management.
As a member of the MNR Team, Lili provides operational and customer service support for high-net-worth individuals. Her responsibilities include coordinating onboarding procedures, processing wire transfers and journal entries, and monitoring transactions across client accounts. She works diligently to deliver an excellent client experience, striving to bring consistency and attention to detail to each interaction.
Lili joined J.P. Morgan in 2024 after spending four years at First Republic Bank, where she began her career as a Lending Analyst, later serving in a Senior Analyst role in consumer lending and as an Analyst on the Small Business Loan team, where she developed a strong foundation in attentive service and client support. Lili graduated from Gonzaga University with a B.A. in Business Administration.
Lili lives in San Francisco with her two cats. In her free time, she enjoys exploring different neighborhoods, trying new restaurants with friends and attending concerts. She values the city’s easy access to nature and often spends time by the water, in local parks or hiking in Marin.
Insights
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