About Elise

Elise Kiya is a Client Associate at J.P. Morgan Wealth Management.

Elise works closely with high-net-worth clients, building strong relationships that demonstrate her understanding of their distinctive circumstances. Within the team, she addresses a range of client priorities, including account administration, money movement, inquiry resolution and Required Minimum Distribution (RMD) coordination.

Extremely organized, Elise looks to make clients' financial lives simpler and easier, relieving the administrative burdens that significant wealth can pose. She collaborates well with her team members to identify the resources that clients require, facilitating an extensive range of capabilities. Committed to excellence, Elise is thorough and attentive to client requests, keeping clients closely apprised of the team's work on their behalf.

Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Elise served as a Client Service Associate with First Republic Private Wealth Management. She earned her B.S. in Managerial Economics from the University of California, Davis, where she participated in golf and soccer. Elise has successfully completed the Securities Industry Essentials®(SIE®) Exam.

Originally from Palo Alto, Elise now lives in San Francisco. In her free time, she enjoys playing in a recreational soccer league.

Insights

Select this article to learn more about our latest insights
Wealth Planning

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
Select this article to learn more about our latest insights
Family Legacy

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
Retirement

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
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.