
Lene ThompsonLene ThompsonClient Associate
About Lene
Lene Thompson is a Client Associate at J.P. Morgan Wealth Management.
Before joining the firm with her colleagues in 2023, Lene worked with them at First Republic in a similar support role for two years. In 2017, she began working with the team at Abbot Downing, a boutique wealth management arm of Wells Fargo, where she gained experience serving ultra-high-net-worth clients as a Client Service Consultant. In 2012, Lene launched her career at Wells Fargo in Arizona.
As the responsive point of contact for clients, Lene serves as their liaison with the team and specialists throughout the firm. She also handles transactions, account administration, wire transfers, and helps onboard new clients—introducing them to the firm's time-saving technology.
Recognizing clients' voices when they call and their last conversation, Lene takes pride in the close relationships she cultivates with clients. She finds conversations with clients to be inspiring and educational—hearing about their successes and struggles. Each day, Lene works hard to deliver the outstanding experience that's emblematic of the team's family office-style service model.
Lene lives south of San Francisco with her better half, a police officer in Daly City. In addition to her role as an "adoring aunt" of her sister's baby boy, Lene enjoys hiking, spending time with family, and trying out new recipes.
Insights

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December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
Four beneficiaries of wealth
January 5, 2026Listing the beneficiaries of your wealth is an important first step in your estate plan. Generally, there are four classes of beneficiaries to consider: you and your spouse, friends and family charity, and the government.Read Now
How to include your grandchild in your financial plan
January 5, 2026Providing financial support to your grandchildren can certainly be a rewarding experience. Before writing a check, you may want to explore all of your options to ensure that your gifts are aligned with your and your family’s goals.Read Now
When does it make sense for a trust to own your life insurance policy?
December 24, 2025Holding insurance in an Irrevocable Life Insurance Trust could reduce estate taxes for your family. Learn if it is the right move for you.Read Now
Selecting the right assets to give to charity
December 23, 2025If you plan on charitable giving, choosing the right assets to gift may help you maximize the value of your donations.Read Now
How to manage financial goals during retirement
December 22, 2025Planning for retirement is one thing – but managing your money and goals during retirement is another. Learn about beneficial ways to prioritize your finances to help make the most of your golden years.Read Now
Providing for your loved ones during your lifetime
December 22, 2025Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Year-end recap: 5 forces beyond AI that moved markets
December 19, 2025From policy uncertainty and rate cuts to government debt and more, here’s what drove markets in 2025.Read Now
Data returns with November 2025 CPI report: Inflation lower than expected
December 18, 2025Consumer prices rose more slowly than expected in November, bringing annual headline inflation to 2.7%. See how the return of official data impacts your wallet, the Federal Reserve and your portfolio.Read Now
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December 16, 2025The November jobs report shows 64,000 jobs added, and unemployment ticked up to 4.6%. See what the latest data means for hiring, pay and the Federal Reserve.Read Now
