Jimmy SzetoJimmy Szeto, CFP®Investment Associate
About Jimmy
Jimmy Szeto is an Investment Associate at J.P. Morgan Wealth Management.
Jimmy builds enduring relationships with an accomplished clientele, helping them discern a more efficient path to their ambitions and goals. Clients look to him for his extensive knowledge of financial planning, tax-sensitive investing, cash-flow modeling and retirement planning. Jimmy, in turn, is gratified to provide clients with an unbiased perspective, helping them evaluate their options and take purposeful action toward the future they envision.
Within the team, Jimmy often serves as a first point of client contact. His longevity and continuity with his group have made him intimately familiar with the circumstances of each relationship, deepening his appreciation for each person or family. He offers a genuine enthusiasm for his role, eager to help clients capitalize on the opportunities that can make their wealth function more cohesively. Jimmy notes that his team's relationships tend to be active partnerships characterized by ongoing discussions. Clients' financial plans are regularly revisited, he explains, so that he and his colleagues can stay closely apprised of evolving interests and needs.
Jimmy moved to J.P. Morgan Wealth Management with his team in 2023. Earlier, he spent nine years at First Republic Private Wealth Management, where he was a Senior Associate. He has worked in wealth management and banking since 2010, steadily taking on additional responsibilities.
A graduate of San Francisco State University, Jimmy earned his B.A. in Economics, with a minor in Business Administration. Committed to bringing clients a refined level of strategy and advice, he holds the CERTIFIED FINANCIAL PLANNER® designation.
Born and raised in San Francisco, Jimmy now lives in Daly City with his wife, Sirena, and their daughter, Zari. Outside of work, he enjoys spending time and traveling with his family and friends, and attending sporting events for his favorite teams, the Golden State Warriors and San Francisco 49ers.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now
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April 24, 2026Despite persistent geopolitical uncertainty and a naval blockade in the Middle East, global equities have staged a rapid recovery, bolstered in the U.S. by durable earnings fundamentals in tech and beyond.Read Now3 ways to stay active while in retirement
April 21, 2026Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat is the wash sale rule?
April 21, 2026The wash sale rule is a regulation that prevents taxpayers from claiming an immediate loss on assets they still own. Learn more about what a wash sale is.Read NowEmerging markets may offer more than meets the eye – selectivity matters
April 17, 2026Beneath broad market caution, pockets of resilience across emerging markets could be worth a closer look. Growing dispersion and stronger fundamentals may favor a more selective approach to the asset class.Read NowThe art of making your estate plan matter: Using your superpower as a ‘wise giver’
April 15, 2026Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read NowA balancing act: The trade-off between debt and defense
April 10, 2026As defense budgets grow, debt concerns may limit how far and fast the spend goes. But with record amounts proposed and increasing geopolitical uncertainty, the sector is poised to build on its boom.Read NowWhen disaster strikes: How to give with intention and impact
April 2, 2026After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read NowThe defensive playbook isn’t your average inflation roadmap
April 2, 2026Inflation fears are back, but the go-to strategy can add oil and input-cost exposure. Utilities and healthcare may frame a quieter defense.Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now