About Hilary
Hilary Yu is a Client Associate at J.P. Morgan Wealth Management.
Hilary offers the knowledge and insight she has gained from more than 30 years in wealth management, supporting high-net-worth individuals and families in advancing their goals and enjoying greater ease in their financial affairs.
An attentive listener, Hilary takes the time to understand each person's circumstances so that she can identify the best course of action to follow. She maintains robust communication with clients, adding to their comfort through her prompt attention. Clients appreciate Hilary's reliability and resolve in tackling questions on their behalf. Her areas of focus include new account onboarding, money movement, account administration, and client inquiry resolution. Very positive in her outlook, Hilary derives genuine enjoyment from taking care of the clients she serves, providing them with more time in their lives for the people and activities they value.
Hilary joined J.P. Morgan Wealth Management in 2023, moving with her team. Previously, she spent 21 years at First Republic Private Wealth Management, where she was a Registered Client Associate. She has worked in private wealth management and banking since 1989.
Hilary attended San Francisco State University, where she studied Accounting. She holds FINRA Series 7, 63 and 65 securities licenses.
Married with one daughter, Hilary enjoys camping with her husband and cheering on their beloved San Francisco teams—the 49ers, the Warriors, and the Giants.
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