About Kylie
Kylie Ng is a Client Associate at J.P. Morgan Wealth Management.
With more than a decade of experience in banking and wealth management, Kylie helps clients simplify their financial affairs, restoring free time to their lives. She holds a number of responsibilities within the team, including new account onboarding, account transfers and money movement, client inquiry resolution, and meeting coordination. Kylie draws on a strong work ethic and a refined ability to multi-task, allowing her to have a measurable impact on clients and their families.
Resolute in her follow through, Kylie keeps clients closely apprised of the team's work on their behalf. She also collaborates well with a client's external tax, legal, and banking intermediaries, advancing close coordination on shared initiatives. Persistent in her approach, Kylie is able to dispatch problems quickly, identifying needed resources throughout the organization. She appreciates the ability to build warm and enduring relationships with clients, sometimes interacting with three generations within a single family. A patient teacher and guide, Kylie is also gratified to serve as a mentor to her team members, helping them deepen their knowledge of the firm's processes and systems.
Kylie has worked in banking and wealth management since 2012. Prior to joining J.P. Morgan Wealth Management with her team in 2023, she spent more than four years with First Republic Private Wealth Management, where she was a Senior Client Service Associate. Earlier in her career, Kylie spent more than seven years with First Republic Bank, where her roles included Senior Business Administrator and Commercial Loan Administrator. She is fluent in Mandarin and Cantonese.
Kylie earned her M.S. in Financial Planning and Services from Golden Gate University. She also holds FINRA Series 7 and 66 securities licenses and has successfully completed the Securities Industry Essentials®(SIE®) Exam.
Outside the office, Kylie is active with the Financial Planning Association of San Francisco. She enjoys spending time with her husband and their three daughters.
Insights
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October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now