Tennyson ZhuTennyson ZhuSenior Client Associate
About Tennyson
Tennyson Zhu is a Senior Client Associate at J.P. Morgan Wealth Management.
Tennyson is the newest member of the team. He has over five years of experience in the financial services industry. He joined J.P. Morgan in July of 2024 after transitioning from Morgan Stanley, where he worked previously.
Tennyson's responsibilities include client onboarding, account maintenance, and providing operational support to Melissa Whitney and her team. Tennyson aims to be an exceptional resource to the team and its clients by leveraging his deep background in client experience, wealth planning, and analytics.
Tennyson Zhu is a graduate of the University of San Francisco, School of Management with a B.S. in Finance. Tennyson was born and raised here in San Francisco, where he continues to live. In his spare time, he enjoys swimming, bowling, and traveling.
Insights
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The impact of holding a concentrated stock position
November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read NowRetirement
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November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read NowRetirement
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Federal Reserve cuts rates at October meeting for second time in 2025. Is there room for one more cut this year?
October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowFamily Legacy
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