About Jennifer

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

As a member of The Fiek Team, Jennifer provides implementation and operational support for high-networth individuals and families. Jennifer's responsibilities include preparing financial documents, fund transfers and coordinating the operational aspects of the team. She has a reputation for managing day-to-day activities in a steady and experienced manner.

Jennifer graduated from UCLA with a B.A. in Economics. With two years of experience in financial services, she began her career in 2022 at J.P. Morgan Private Bank as a Client Service Associate. Jennifer then moved to J.P. Morgan Wealth Management, where she gained valuable relationship management experience.

Originally from Chicago, Jennifer enjoys days at the lake, sightseeing and deep-dish pizza. Outside of work, she enjoys running, traveling, trying new restaurants, and spending time with family and friends.

Insights

Wealth Planning

Communicating wishes when preparing for a death

December 23, 2024Communicate and plan properly to ensure that wishes are satisfied.Read Now
Retirement

Retirement planning: Contribution limits for 2025

December 23, 2024The IRS released new limits for retirement contributions for 2025. How might this impact your plans? We break it down.Read Now
Markets

Will a shutdown tarnish a banner year for U.S. markets?

December 20, 2024History suggests there will be little impact, but could this time be different?Read Now
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