
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

Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now
Private credit: Promising or problematic?
July 18, 2025Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.Read Now
Don’t sell America – bet on it
July 17, 2025History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.Read Now
The 5 stages of managing a new inheritance
July 17, 2025There are five key stages along the path to successfully managing an inheritance. Read on for tips on navigating each.Read Now
How to protect yourself from debit card fraud
July 16, 2025Understand what to look out for to protect yourself from debit card fraud.Read Now
June 2025 CPI report: Tariffs are having an impact on consumer prices
July 16, 2025The recent Consumer Price Index (CPI) report shows how tariffs are reshaping consumer prices, particularly in sectors reliant on imports. Read more here.Read Now
3 top-of-mind lessons in the current market environment
July 11, 2025From AI to U.S. exceptionalism, we discuss what we’re thinking about in the current market environment.Read Now
Think before you move: How to think about redomiciling
July 10, 2025Relocating from one state to another is complicated on its own. Here are some important tax considerations that are often overlooked.Read Now
AI scams, deep fakes, impersonations … oh my!
July 10, 2025Scammers are enhancing their impersonation efforts, including leveraging AI. Learn what to look out for and how to protect yourself.Read Now
A half-year roundup: 50 events shaping 2025 so far
July 3, 2025Despite challenges, markets have powered through. Here’s what’s made headlines in 2025 so far.Read Now