About Jennifer

Jennifer Si is a Client Associate at J.P. Morgan Wealth Management.

As a member of The Fiek Group, Jennifer provides implementation and support for high-net-worth individuals and families. Her responsibilities include preparing financial documents, fund transfers and coordinating the operational aspects of the team. Jennifer recognizes the critical nature of her forward-facing role and works diligently to deliver an excellent client experience.

Jennifer graduated from UCLA with a B.A. in Economics. With three years of experience in financial services, she began her career in 2022 at J.P. Morgan Private Bank in Chicago. Jennifer then moved to J.P. Morgan Wealth Management, where she gained valuable relationship management experience. She holds FINRA Series 7 and 66 securities licenses.

As a Chicago native, Jennifer enjoys days at the lake, sightseeing and deep-dish pizza. She currently lives in San Francisco. Outside of work, she enjoys Pilates, traveling, trying new restaurants, and spending time with family and friends.

Insights

Wealth Planning

Retirement and estate planning for unmarried couples

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Wealth Planning

Protecting estate plans from hostile family members may be advisable

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